LM Advisors’s KeyCorp KEY Stock Holding History

LM Advisors’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 Q1	–	Sell	-500	Closed	-$7.2K	–	482
2023 Q4	$7.2K	Buy	+500	New	+$5.94K	﹤0.01%	559

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

LM Advisors's KEY Position: Q1 2024 in Review

LM Advisors sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 500 shares — an estimated $7.2K sold.

LM Advisors first reported a position in KEY in Q4 2023 and held it in 1 quarter. The position peaked at $7.2K in Q4 2023. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

LM Advisors reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 500 KeyCorp shares in Q1 2024, an estimated $7.2K.
LM Advisors first reported a position in KeyCorp in Q4 2023 and held it in 1 quarter.
LM Advisors's KeyCorp position peaked at $7.2K in Q4 2023.
796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.