LAM
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LifePro Asset Management’s KeyCorp KEY Stock Holding History

LifePro Asset 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
2024
Q2 		– Sell
-69,351
Closed -$1.1M – 137
2024
Q1 		$1.1M Sell
69,351
-213,627
-75% -$3.09M 0.72% 44
2023
Q4 		$4.07M Buy
+282,978
New +$3.36M 3.15% 4

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePro Asset Management's KEY Position: Q2 2024 in Review

LifePro Asset Management sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 69,351 shares — an estimated $1.1M sold.

LifePro Asset Management first reported a position in KEY in Q4 2023 and held it in 2 quarters. The position peaked at $4.07M in Q4 2023. 783 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • LifePro Asset Management reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • LifePro Asset Management sold 69,351 KeyCorp shares in Q2 2024, an estimated $1.1M.
  • LifePro Asset Management first reported a position in KeyCorp in Q4 2023 and held it in 2 quarters.
  • LifePro Asset Management's KeyCorp position peaked at $4.07M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.