Legacy Bridge’s KeyCorp KEY Stock Holding History

Legacy Bridge’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	-70,315	Closed	-$1.01M	–	323
2023 Q4	$1.01M	Sell	70,315 -4,675	-6%	-$55.5K	0.66%	66
2023 Q3	$807K	Sell	74,990 -230	-0.3%	-$2.55K	0.58%	73
2023 Q2	$695K	Sell	75,220 -7,300	-9%	-$76.2K	0.46%	85
2023 Q1	$1.03M	Buy	+82,520	New	+$1.39M	0.72%	60
2022 Q2	–	Sell	-300	Closed	-$7K	–	300
2022 Q1	$7K	Hold	300	–	–	﹤0.01%	276
2021 Q4	$7K	Hold	300	–	–	﹤0.01%	283
2021 Q3	$6K	Hold	300	–	–	﹤0.01%	279
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	275
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	276
2020 Q4	$5K	Hold	300	–	–	﹤0.01%	279
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	277
2020 Q2	$4K	Sell	300 -600	-67%	-$6.97K	﹤0.01%	279
2020 Q1	$9K	Sell	900 -11,954	-93%	-$199K	0.01%	240
2019 Q4	$260K	Sell	12,854 -1,615	-11%	-$30.5K	0.22%	124
2019 Q3	$258K	Hold	14,469	–	–	0.25%	118
2019 Q2	$257K	Hold	14,469	–	–	0.25%	117
2019 Q1	$228K	Hold	14,469	–	–	0.24%	119
2018 Q4	$214K	Buy	+14,469	New	+$255K	0.26%	112

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments

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

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

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

Fuller & Thaler Asset Management

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return