KFP
KEY icon

KMG Fiduciary Partners’s KeyCorp KEY Stock Holding History

KMG Fiduciary Partners’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
Q4 		– Sell
-124,938
Closed -$1.34M – 238
2023
Q3 		$1.34M Sell
124,938
-6,380
-5% -$70.7K 0.18% 122
2023
Q2 		$1.21M Buy
131,318
+12,098
+10% +$126K 0.16% 133
2023
Q1 		$1.49M Buy
+119,220
New +$2.01M 0.21% 116
2020
Q2 		– Sell
-12,439
Closed -$129K – 136
2020
Q1 		$129K Buy
+12,439
New +$207K 0.04% 128

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KMG Fiduciary Partners's KEY Position: Q4 2023 in Review

KMG Fiduciary Partners sold out of KeyCorp (KEY) in Q4 2023, closing a stake of 124,938 shares — an estimated $1.34M sold.

KMG Fiduciary Partners first reported a position in KEY in Q1 2020 and held it in 4 quarters. The position peaked at $1.49M in Q1 2023. 797 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

  • KMG Fiduciary Partners reported no remaining KeyCorp position as of Q4 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 124,938 KeyCorp shares in Q4 2023, an estimated $1.34M.
  • KMG Fiduciary Partners first reported a position in KeyCorp in Q1 2020 and held it in 4 quarters.
  • KMG Fiduciary Partners's KeyCorp position peaked at $1.49M in Q1 2023.
  • 797 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on KMG Fiduciary Partners's 13F filing for Q4 2023, filed 10 Jan 2024.