Menard Financial Group’s KeyCorp KEY Stock Holding History

Menard 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 Q3	–	Sell	-10,812	Closed	-$99.9K	–	76
2023 Q2	$99.9K	Hold	10,812	–	–	0.21%	69
2023 Q1	$135K	Hold	10,812	–	–	0.31%	64
2022 Q4	$188K	Hold	10,812	–	–	0.45%	64
2022 Q3	$173K	Hold	10,812	–	–	0.31%	86
2022 Q2	$186K	Hold	10,812	–	–	0.3%	83
2022 Q1	$242K	Hold	10,812	–	–	0.24%	116
2021 Q4	$250K	Sell	10,812 -351	-3%	-$8.15K	0.2%	127
2021 Q3	$241K	Sell	11,163 -81	-0.7%	-$1.64K	0.21%	137
2021 Q2	$232K	Sell	11,244 -2,157	-16%	-$46.8K	0.22%	140
2021 Q1	$268K	Sell	13,401 -862	-6%	-$16.6K	0.29%	111
2020 Q4	$234K	Sell	14,263 -1,920	-12%	-$28K	0.25%	125
2020 Q3	$193K	Sell	16,183 -2,515	-13%	-$30.7K	0.22%	136
2020 Q2	$228K	Buy	+18,698	New	+$217K	0.29%	94
2020 Q1	–	Sell	-21,580	Closed	-$437K	–	74
2019 Q4	$437K	Buy	+21,580	New	+$407K	0.42%	88

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

Fuller & Thaler Asset Management

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

Fidelity Investments

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

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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