Keudell/Morrison Wealth Management’s KeyCorp KEY Stock Holding History

Keudell/Morrison Wealth 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
2023 Q3	–	Sell	-13,627	Closed	-$126K	–	183
2023 Q2	$126K	Sell	13,627 -2,460	-15%	-$25.7K	0.04%	183
2023 Q1	$201K	Buy	16,087 +1,630	+11%	+$27.5K	0.06%	179
2022 Q4	$252K	Buy	14,457 +2,383	+20%	+$41.9K	0.08%	159
2022 Q3	$193K	Buy	+12,074	New	+$216K	0.07%	170
2020 Q2	–	Sell	-11,466	Closed	-$119K	–	147
2020 Q1	$119K	Buy	11,466 +998	+10%	+$16.6K	0.12%	132
2019 Q4	$212K	Sell	10,468 -729	-7%	-$13.8K	0.15%	141
2019 Q3	$200K	Hold	11,197	–	–	0.17%	143
2019 Q2	$181K	Sell	11,197 -928	-8%	-$15.7K	0.16%	134
2019 Q1	$191K	Buy	+12,125	New	+$202K	0.17%	130

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

OTPPB

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Keudell/Morrison Wealth Management's KEY Position: Q3 2023 in Review

Keudell/Morrison Wealth Management sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 13,627 shares — an estimated $126K sold.

Keudell/Morrison Wealth Management first reported a position in KEY in Q1 2019 and held it in 9 quarters. The position peaked at $252K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Keudell/Morrison Wealth Management reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 13,627 KeyCorp shares in Q3 2023, an estimated $126K.
Keudell/Morrison Wealth Management first reported a position in KeyCorp in Q1 2019 and held it in 9 quarters.
Keudell/Morrison Wealth Management's KeyCorp position peaked at $252K in Q4 2022.
722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2023, filed 18 Oct 2023.