LF
KEY icon

Lee Financial’s KeyCorp KEY Stock Holding History

Lee Financial’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
Q1 		– Sell
-171
Closed -$2.46K – 513
2023
Q4 		$2.46K Hold
171
– – ﹤0.01% 702
2023
Q3 		$1.84K Hold
171
– – ﹤0.01% 703
2023
Q2 		$1.58K Buy
+171
New +$1.78K ﹤0.01% 699
2023
Q1 		– Sell
-167
Closed -$2.91K – 883
2022
Q4 		$2.91K Buy
+167
New +$2.94K ﹤0.01% 625
2022
Q2 		– Sell
-349
Closed -$8K – 918
2022
Q1 		$8K Sell
349
-89
-20% -$2.21K ﹤0.01% 467
2021
Q4 		$10K Buy
438
+15
+4% +$348 ﹤0.01% 501
2021
Q3 		$9K Hold
423
– – ﹤0.01% 438
2021
Q2 		$9K Buy
+423
New +$9.18K ﹤0.01% 420

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Lee Financial's KEY Position: Q1 2024 in Review

Lee Financial sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 171 shares — an estimated $2.46K sold.

Lee Financial first reported a position in KEY in Q2 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • Lee Financial reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 171 KeyCorp shares in Q1 2024, an estimated $2.46K.
  • Lee Financial first reported a position in KeyCorp in Q2 2021 and held it in 8 quarters.
  • Lee Financial's KeyCorp position peaked at $10K in Q4 2021.
  • 799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.