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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legacy Bridge's KEY Position: Q1 2024 in Review

Legacy Bridge sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 70,315 shares — an estimated $1.01M sold.

Legacy Bridge first reported a position in KEY in Q4 2018 and held it in 18 quarters. The position peaked at $1.03M in Q1 2023. 799 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

Legacy Bridge reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
Legacy Bridge sold 70,315 KeyCorp shares in Q1 2024, an estimated $1.01M.
Legacy Bridge first reported a position in KeyCorp in Q4 2018 and held it in 18 quarters.
Legacy Bridge's KeyCorp position peaked at $1.03M in Q1 2023.
799 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Legacy Bridge's 13F filing for Q1 2024, filed 25 Apr 2024.