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Lockerman Financial Group’s KeyCorp KEY Stock Holding History

Lockerman Financial Group’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
Q1 		– Sell
-16,450
Closed -$287K – 77
2022
Q4 		$287K Hold
16,450
– – 0.84% 41
2022
Q3 		$264K Hold
16,450
– – 0.76% 40
2022
Q2 		$283K Hold
16,450
– – 0.9% 35
2022
Q1 		$368K Hold
16,450
– – 0.99% 23
2021
Q4 		$380K Buy
+16,450
New +$382K 0.99% 26

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Lockerman Financial Group's KEY Position: Q1 2023 in Review

Lockerman Financial Group sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 16,450 shares — an estimated $287K sold.

Lockerman Financial Group first reported a position in KEY in Q4 2021 and held it in 5 quarters. The position peaked at $380K in Q4 2021. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Lockerman Financial Group reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 16,450 KeyCorp shares in Q1 2023, an estimated $287K.
  • Lockerman Financial Group first reported a position in KeyCorp in Q4 2021 and held it in 5 quarters.
  • Lockerman Financial Group's KeyCorp position peaked at $380K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Lockerman Financial Group's 13F filing for Q1 2023, filed 10 May 2023.