MHS
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M Holdings Securities’s KeyCorp KEY Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-28,901
Closed -$267K – 246
2023
Q2 		$267K Sell
28,901
-8,131
-22% -$84.9K 0.06% 157
2023
Q1 		$464K Buy
+37,032
New +$626K 0.05% 277

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

M Holdings Securities's KEY Position: Q1 2024 in Review

M Holdings Securities sold out of KeyCorp (KEY) in Q1 2024, closing a stake of 40,595 shares — an estimated $585K sold.

M Holdings Securities first reported a position in KEY in Q3 2016 and held it in 26 quarters. The position peaked at $1.03M in Q4 2019. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

  • M Holdings Securities reported no remaining KeyCorp position as of Q1 2024 after selling out during the quarter.
  • M Holdings Securities sold 40,595 KeyCorp shares in Q1 2024, an estimated $585K.
  • M Holdings Securities first reported a position in KeyCorp in Q3 2016 and held it in 26 quarters.
  • M Holdings Securities's KeyCorp position peaked at $1.03M in Q4 2019.
  • 796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on M Holdings Securities's 13F filing for Q1 2024, filed 14 May 2024.