Lipe & Dalton’s KeyCorp KEY Stock Holding History

Lipe & Dalton’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
2021 Q3	–	Sell	-1,200	Closed	-$25K	–	105
2021 Q2	$25K	Hold	1,200	–	–	0.01%	103
2021 Q1	$24K	Buy	+1,200	New	+$23.2K	0.01%	97

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

Lipe & Dalton's KEY Position: Q3 2021 in Review

Lipe & Dalton sold out of KeyCorp (KEY) in Q3 2021, closing a stake of 1,200 shares — an estimated $25K sold.

Lipe & Dalton first reported a position in KEY in Q1 2021 and held it in 2 quarters. The position peaked at $25K in Q2 2021. 765 funds tracked by Wall St. Rank hold KEY as of Q3 2021.

Lipe & Dalton reported no remaining KeyCorp position as of Q3 2021 after selling out during the quarter.
Lipe & Dalton sold 1,200 KeyCorp shares in Q3 2021, an estimated $25K.
Lipe & Dalton first reported a position in KeyCorp in Q1 2021 and held it in 2 quarters.
Lipe & Dalton's KeyCorp position peaked at $25K in Q2 2021.
765 funds tracked by Wall St. Rank held KeyCorp as of Q3 2021.

Based on Lipe & Dalton's 13F filing for Q3 2021, filed 1 Nov 2021.