JPLA
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Joseph P. Lucia & Associates’s KeyCorp KEY Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-1,940
Closed -$24K – 284
2020
Q2 		$24K Hold
1,940
– – 0.02% 228
2020
Q1 		$20K Hold
1,940
– – 0.02% 224
2019
Q4 		$39K Hold
1,940
– – 0.04% 195
2019
Q3 		$35K Buy
+1,940
New +$33.6K 0.04% 199

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Joseph P. Lucia & Associates's KEY Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of KeyCorp (KEY) in Q3 2020, closing a stake of 1,940 shares — an estimated $24K sold.

Joseph P. Lucia & Associates first reported a position in KEY in Q3 2019 and held it in 4 quarters. The position peaked at $39K in Q4 2019. 673 funds tracked by Wall St. Rank hold KEY as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining KeyCorp position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,940 KeyCorp shares in Q3 2020, an estimated $24K.
  • Joseph P. Lucia & Associates first reported a position in KeyCorp in Q3 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's KeyCorp position peaked at $39K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held KeyCorp as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.