Kaizen Advisory’s KeyCorp KEY Stock Holding History

Kaizen Advisory’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
2018 Q4	$629K	Sell	42,556 -7,499	-15%	-$132K	0.44%	82
2018 Q3	$996K	Buy	50,055 +47,500	+1,859%	+$986K	0.52%	66
2018 Q2	$50K	Buy	2,555 +1,520	+147%	+$30.3K	0.03%	332
2018 Q1	$20K	Hold	1,035	–	–	0.02%	335
2017 Q4	$21K	Buy	+1,035	New	+$19.5K	0.01%	319

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Kaizen Advisory's KEY Position: Q4 2018 in Review

Kaizen Advisory reduced its KeyCorp (KEY) stake by 15% in Q4 2018, selling an estimated $132K and leaving 42,556 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #82.

Kaizen Advisory first reported a position in KEY in Q4 2017 and has held it in 5 quarters since. The position peaked at $996K in Q3 2018. 759 funds tracked by Wall St. Rank hold KEY as of Q4 2018.

Kaizen Advisory held 42,556 shares of KeyCorp worth $629K as of Q4 2018.
Kaizen Advisory sold 7,499 KeyCorp shares in Q4 2018, an estimated $132K.
KeyCorp made up 0.44% of Kaizen Advisory's portfolio in Q4 2018, its #82 holding.
Kaizen Advisory first reported a position in KeyCorp in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's KeyCorp position peaked at $996K in Q3 2018.
759 funds tracked by Wall St. Rank held KeyCorp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.