Jupiter Asset Management’s KeyCorp KEY Stock Holding History

Jupiter Asset Management’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
2024 Q1	–	Sell	-728,837	Closed	-$10.5M	–	477
2023 Q4	$10.5M	Buy	+728,837	New	+$8.65M	0.1%	206
2021 Q3	–	Sell	-10,909	Closed	-$225K	–	598
2021 Q2	$225K	Sell	10,909 -2,365	-18%	-$51.3K	﹤0.01%	556
2021 Q1	$265K	Buy	+13,274	New	+$256K	﹤0.01%	531
2014 Q4	–	Sell	-236,100	Closed	-$3.15M	–	240
2014 Q3	$3.15M	Sell	236,100 -258,362	-52%	-$3.54M	0.11%	182
2014 Q2	$7.09M	Sell	494,462 -143,000	-22%	-$1.98M	0.22%	106
2014 Q1	$9.08M	Sell	637,462 -748,022	-54%	-$10M	0.29%	105
2013 Q4	$18.6M	Buy	1,385,484 +448,398	+48%	+$5.67M	0.72%	35
2013 Q3	$10.7M	Sell	937,086 -536,272	-36%	-$6.41M	0.47%	76
2013 Q2	$16.3M	Buy	+1,473,358	New	+$15.1M	0.73%	40

Other funds holding KEY

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

Fidelity Investments

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return