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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Menard Financial Group's KEY Position: Q3 2023 in Review

Menard Financial Group sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 10,812 shares — an estimated $99.9K sold.

Menard Financial Group first reported a position in KEY in Q4 2019 and held it in 14 quarters. The position peaked at $437K in Q4 2019. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Menard Financial Group reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Menard Financial Group sold 10,812 KeyCorp shares in Q3 2023, an estimated $99.9K.
Menard Financial Group first reported a position in KeyCorp in Q4 2019 and held it in 14 quarters.
Menard Financial Group's KeyCorp position peaked at $437K in Q4 2019.
722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Menard Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.