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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Jupiter Asset Management's KEY Position: Q1 2024 in Review

Jupiter Asset Management sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 728,837 shares — an estimated $10.5M sold.

Jupiter Asset Management first reported a position in KEY in Q2 2013 and held it in 9 quarters. The position peaked at $18.6M in Q4 2013. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

Jupiter Asset Management reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
Jupiter Asset Management sold 728,837 KeyCorp shares in Q1 2024, an estimated $10.5M.
Jupiter Asset Management first reported a position in KeyCorp in Q2 2013 and held it in 9 quarters.
Jupiter Asset Management's KeyCorp position peaked at $18.6M in Q4 2013.
799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.