Key Financial Inc’s Sylvamo SLVM Stock Holding History

Key Financial Inc’s Portfolio SLVM Stock Details SLVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84	Hold	2	–	–	﹤0.01%	1367
2025 Q4	$96	Hold	2	–	–	﹤0.01%	1412
2025 Q3	$87	Hold	2	–	–	﹤0.01%	1433
2025 Q2	$100	Hold	2	–	–	﹤0.01%	1403
2025 Q1	$134	Hold	2	–	–	﹤0.01%	1348
2024 Q4	$158	Hold	2	–	–	﹤0.01%	1344
2024 Q3	$172	Hold	2	–	–	﹤0.01%	1317
2024 Q2	$137	Hold	2	–	–	﹤0.01%	1305
2024 Q1	$123	Hold	2	–	–	﹤0.01%	1281
2023 Q4	$98	Sell	2 -5	-71%	-$234	﹤0.01%	1294
2023 Q3	$308	Hold	7	–	–	﹤0.01%	1286
2023 Q2	$283	Hold	7	–	–	﹤0.01%	1332
2023 Q1	$324	Hold	7	–	–	﹤0.01%	1120
2022 Q4	$237	Hold	7	–	–	﹤0.01%	1133
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1171
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1152
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1102
2021 Q4	$0	Buy	+7	New	+$204	﹤0.01%	994

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM