KIG
KEY icon

Kowal Investment Group’s KeyCorp KEY Stock Holding History

Kowal Investment Group’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
Q1 		– Sell
-10,429
Closed -$182K – 166
2022
Q4 		$182K Sell
10,429
-1,048
-9% -$18.4K 0.05% 154
2022
Q3 		$184K Buy
+11,477
New +$205K 0.06% 141
2021
Q4 		– Sell
-1,129
Closed -$24K – 544
2021
Q3 		$24K Buy
+1,129
New +$22.8K 0.01% 349

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Kowal Investment Group's KEY Position: Q1 2023 in Review

Kowal Investment Group sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 10,429 shares — an estimated $182K sold.

Kowal Investment Group first reported a position in KEY in Q3 2021 and held it in 3 quarters. The position peaked at $184K in Q3 2022. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Kowal Investment Group reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Kowal Investment Group sold 10,429 KeyCorp shares in Q1 2023, an estimated $182K.
  • Kowal Investment Group first reported a position in KeyCorp in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's KeyCorp position peaked at $184K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Kowal Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.