Lake Street Advisors Group’s KeyCorp KEY Stock Holding History

Lake Street Advisors 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
2024 Q4	$201K	Buy	11,736 +39	+0.3%	+$700	0.01%	565
2024 Q3	$196K	Buy	11,697 +801	+7%	+$12.7K	0.01%	566
2024 Q2	$155K	Sell	10,896 -57	-0.5%	-$827	0.01%	541
2024 Q1	$173K	Buy	10,953 +125	+1%	+$1.81K	0.01%	565
2023 Q4	$156K	Buy	10,828 +24	+0.2%	+$285	0.01%	551
2023 Q3	$116K	Sell	10,804 -328	-3%	-$3.63K	0.01%	253
2023 Q2	$103K	Sell	11,132 -990	-8%	-$10.3K	0.01%	252
2023 Q1	$152K	Buy	+12,122	New	+$205K	0.01%	234
2022 Q4	–	Sell	-12,130	Closed	-$194K	–	351
2022 Q3	$194K	Sell	12,130 -947	-7%	-$17K	0.01%	222
2022 Q2	$225K	Buy	13,077 +519	+4%	+$10K	0.02%	194
2022 Q1	$281K	Sell	12,558 -125	-1%	-$3.11K	0.02%	189
2021 Q4	$293K	Buy	12,683 +296	+2%	+$6.87K	0.02%	184
2021 Q3	$268K	Buy	+12,387	New	+$250K	0.03%	142

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Lake Street Advisors Group's KEY Position: Q4 2024 in Review

Lake Street Advisors Group increased its KeyCorp (KEY) stake by 0.33% in Q4 2024, buying an estimated $700 and bringing the position to 11,736 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #565.

Lake Street Advisors Group first reported a position in KEY in Q3 2021 and has held it in 13 quarters since. The position peaked at $293K in Q4 2021. 812 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

Lake Street Advisors Group held 11,736 shares of KeyCorp worth $201K as of Q4 2024.
Lake Street Advisors Group bought 39 KeyCorp shares in Q4 2024, an estimated $700.
KeyCorp made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #565 holding.
Lake Street Advisors Group first reported a position in KeyCorp in Q3 2021 and has held it in 13 quarters since.
Lake Street Advisors Group's KeyCorp position peaked at $293K in Q4 2021.
812 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.