Itau Unibanco Holding S.A.’s KeyCorp KEY Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,000	Closed	-$291K	–	429
2024 Q4	$291K	Buy	+17,000	New	+$305K	0.01%	167
2022 Q2	–	Sell	-6,615	Closed	-$148K	–	552
2022 Q1	$148K	Buy	+6,615	New	+$164K	﹤0.01%	254
2020 Q2	–	Sell	-3,787	Closed	-$39K	–	304
2020 Q1	$39K	Buy	+3,787	New	+$63K	﹤0.01%	330
2019 Q4	–	Hold	0	–	–	–	950
2019 Q3	–	Sell	-15,865	Closed	-$282K	–	554
2019 Q2	$282K	Buy	+15,865	New	+$268K	0.01%	477
2018 Q3	–	Sell	-20,055	Closed	-$391K	–	701
2018 Q2	$391K	Buy	20,055 +5,128	+34%	+$102K	0.05%	148
2018 Q1	$292K	Buy	+14,927	New	+$313K	0.02%	314
2017 Q4	–	Sell	-3,324	Closed	-$198K	–	596
2017 Q3	$198K	Buy	3,324 +2,054	+162%	+$37.2K	0.01%	452
2017 Q2	$24K	Sell	1,270 -340	-21%	-$6.15K	﹤0.01%	391
2017 Q1	$29K	Sell	1,610 -1,750	-52%	-$32K	﹤0.01%	321
2016 Q4	$61K	Buy	+3,360	New	+$53K	0.01%	185

Other funds holding KEY

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return