MinichMacGregor Wealth Management’s KeyCorp KEY Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-405	Closed	-$7.05K	–	373
2022 Q4	$7.05K	Buy	+405	New	+$7.12K	﹤0.01%	445
2018 Q4	–	Sell	-405	Closed	-$8K	–	308
2018 Q3	$8K	Hold	405	–	–	0.01%	336
2018 Q2	$8K	Hold	405	–	–	0.01%	336
2018 Q1	$7K	Hold	405	–	–	0.01%	347
2017 Q4	$8K	Hold	405	–	–	0.01%	328
2017 Q3	$7K	Hold	405	–	–	0.01%	322
2017 Q2	$7K	Hold	405	–	–	0.01%	318
2017 Q1	$7K	Hold	405	–	–	0.01%	316
2016 Q4	$7K	Hold	405	–	–	0.01%	314
2016 Q3	$4K	Buy	+405	New	+$4.85K	﹤0.01%	345

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

Fidelity Investments

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

Federated Hermes

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

Geode Capital Management

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

Fuller & Thaler Asset Management

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

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return