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Litman Gregory Wealth Management’s KeyCorp KEY Stock Holding History

Litman Gregory 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
Q1 		– Sell
-452
Closed -$9K – 188
2019
Q4 		$9K Buy
+452
New +$8.53K ﹤0.01% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Litman Gregory Wealth Management's KEY Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of KeyCorp (KEY) in Q1 2020, closing a stake of 452 shares — an estimated $9K sold.

Litman Gregory Wealth Management first reported a position in KEY in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 726 funds tracked by Wall St. Rank hold KEY as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining KeyCorp position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 452 KeyCorp shares in Q1 2020, an estimated $9K.
  • Litman Gregory Wealth Management first reported a position in KeyCorp in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's KeyCorp position peaked at $9K in Q4 2019.
  • 726 funds tracked by Wall St. Rank held KeyCorp as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.