LGF
KEY icon

LGT Group Foundation’s KeyCorp KEY Stock Holding History

LGT Group Foundation’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
2023
Q2 		– Sell
-64,436
Closed -$807K – 260
2023
Q1 		$807K Sell
64,436
-35,507
-36% -$600K 0.02% 224
2022
Q4 		$1.74M Sell
99,943
-2,846
-3% -$50.1K 0.05% 198
2022
Q3 		$1.65M Sell
102,789
-3,684
-3% -$66K 0.06% 172
2022
Q2 		$1.83M Sell
106,473
-2,370
-2% -$45.8K 0.06% 181
2022
Q1 		$2.36M Sell
108,843
-2,818
-3% -$70.1K 0.06% 184
2021
Q4 		$2.58M Buy
+111,661
New +$2.59M 0.07% 172

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return