Mariner Independent Advisor Network’s KeyCorp KEY Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$311K	Buy	19,385 +1,287	+7%	+$23K	0.01%	518
2022 Q2	$319K	Buy	18,098 +3,217	+22%	+$62.2K	0.01%	513
2022 Q1	$327K	Buy	+14,881	New	+$370K	0.01%	474
2021 Q4	–	Sell	-14,260	Closed	-$308K	–	486
2021 Q3	$308K	Hold	14,260	–	–	0.02%	437
2021 Q2	$294K	Buy	14,260 +1,108	+8%	+$24.1K	0.01%	454
2021 Q1	$263K	Sell	13,152 -1,292	-9%	-$24.9K	0.01%	414
2020 Q4	$237K	Buy	+14,444	New	+$210K	0.01%	395
2020 Q1	–	Sell	-13,052	Closed	-$264K	–	385
2019 Q4	$264K	Hold	13,052	–	–	0.02%	353
2019 Q3	$228K	Hold	13,052	–	–	0.02%	363
2019 Q2	$232K	Hold	13,052	–	–	0.02%	355
2019 Q1	$211K	Hold	13,052	–	–	0.02%	350
2018 Q4	$206K	Buy	13,052 +1,522	+13%	+$26.8K	0.02%	353
2018 Q3	$229K	Buy	+11,530	New	+$239K	0.03%	226

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mariner Independent Advisor Network's KEY Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its KeyCorp (KEY) stake by 7.1% in Q3 2022, buying an estimated $23K and bringing the position to 19,385 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #518.

Mariner Independent Advisor Network first reported a position in KEY in Q3 2018 and has held it in 13 quarters since. The position peaked at $327K in Q1 2022. 802 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

Mariner Independent Advisor Network held 19,385 shares of KeyCorp worth $311K as of Q3 2022.
Mariner Independent Advisor Network bought 1,287 KeyCorp shares in Q3 2022, an estimated $23K.
KeyCorp made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #518 holding.
Mariner Independent Advisor Network first reported a position in KeyCorp in Q3 2018 and has held it in 13 quarters since.
Mariner Independent Advisor Network's KeyCorp position peaked at $327K in Q1 2022.
802 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.