Lenox Wealth Management’s KeyCorp KEY Stock Holding History

Lenox Wealth Management’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
2020 Q2	$134K	Sell	11,016 -64	-0.6%	-$744	0.04%	180
2020 Q1	$114K	Buy	11,080 +79	+0.7%	+$1.31K	0.04%	180
2019 Q4	$223K	Hold	11,001	–	–	0.06%	142
2019 Q3	$196K	Hold	11,001	–	–	0.06%	144
2019 Q2	$195K	Hold	11,001	–	–	0.06%	135
2019 Q1	$173K	Hold	11,001	–	–	0.05%	134
2018 Q4	$163K	Hold	11,001	–	–	0.05%	129
2018 Q3	$219K	Hold	11,001	–	–	0.07%	138
2018 Q2	$215K	Hold	11,001	–	–	0.07%	132
2018 Q1	$215K	Hold	11,001	–	–	0.07%	122
2017 Q4	$222K	Hold	11,001	–	–	0.07%	128
2017 Q3	$207K	Hold	11,001	–	–	0.07%	131
2017 Q2	$206K	Hold	11,001	–	–	0.08%	127
2017 Q1	$196K	Sell	11,001 -474	-4%	-$8.68K	0.14%	39
2016 Q4	$210K	Buy	11,475 +474	+4%	+$7.47K	0.16%	27
2016 Q3	$134K	Hold	11,001	–	–	0.11%	46
2016 Q2	$122K	Hold	11,001	–	–	0.09%	52
2016 Q1	$121K	Hold	11,001	–	–	0.08%	52
2015 Q4	$145K	Hold	11,001	–	–	0.11%	47
2015 Q3	$143K	Hold	11,001	–	–	0.12%	38
2015 Q2	$165K	Hold	11,001	–	–	0.12%	34
2015 Q1	$156K	Hold	11,001	–	–	0.11%	39
2014 Q4	$152K	Hold	11,001	–	–	0.1%	46
2014 Q3	$147K	Hold	11,001	–	–	0.1%	47
2014 Q2	$158K	Hold	11,001	–	–	0.11%	49
2014 Q1	$157K	Hold	11,001	–	–	0.08%	55
2013 Q4	$148K	Buy	+11,001	New	+$139K	0.1%	65

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lenox Wealth Management's KEY Position: Q2 2020 in Review

Lenox Wealth Management reduced its KeyCorp (KEY) stake by 0.58% in Q2 2020, selling an estimated $744 and leaving 11,016 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #180.

Lenox Wealth Management first reported a position in KEY in Q4 2013 and has held it in 27 quarters since. The position peaked at $223K in Q4 2019. 703 funds tracked by Wall St. Rank hold KEY as of Q2 2020.

Lenox Wealth Management held 11,016 shares of KeyCorp worth $134K as of Q2 2020.
Lenox Wealth Management sold 64 KeyCorp shares in Q2 2020, an estimated $744.
KeyCorp made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #180 holding.
Lenox Wealth Management first reported a position in KeyCorp in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's KeyCorp position peaked at $223K in Q4 2019.
703 funds tracked by Wall St. Rank held KeyCorp as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.