Mid Atlantic Financial Management’s KeyCorp KEY Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$204K	Sell	9,421 -620	-6%	-$12.5K	0.01%	824
2021 Q2	$207K	Buy	+10,041	New	+$218K	0.01%	835
2020 Q2	–	Sell	-20,700	Closed	-$215K	–	763
2020 Q1	$215K	Sell	20,700 -4,728	-19%	-$78.7K	0.02%	548
2019 Q4	$515K	Sell	25,428 -9,037	-26%	-$170K	0.05%	378
2019 Q3	$615K	Sell	34,465 -3,484	-9%	-$60.3K	0.07%	301
2019 Q2	$674K	Buy	37,949 +9,779	+35%	+$165K	0.07%	295
2019 Q1	$444K	Buy	28,170 +1,823	+7%	+$30.4K	0.05%	394
2018 Q4	$389K	Buy	+26,347	New	+$464K	0.05%	404

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Mid Atlantic Financial Management's KEY Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its KeyCorp (KEY) stake by 6.2% in Q3 2021, selling an estimated $12.5K and leaving 9,421 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #824.

Mid Atlantic Financial Management first reported a position in KEY in Q4 2018 and has held it in 8 quarters since. The position peaked at $674K in Q2 2019. 766 funds tracked by Wall St. Rank hold KEY as of Q3 2021.

Mid Atlantic Financial Management held 9,421 shares of KeyCorp worth $204K as of Q3 2021.
Mid Atlantic Financial Management sold 620 KeyCorp shares in Q3 2021, an estimated $12.5K.
KeyCorp made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #824 holding.
Mid Atlantic Financial Management first reported a position in KeyCorp in Q4 2018 and has held it in 8 quarters since.
Mid Atlantic Financial Management's KeyCorp position peaked at $674K in Q2 2019.
766 funds tracked by Wall St. Rank held KeyCorp as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.