MIS
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Morningstar Investment Services’s KeyCorp KEY Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-94,017
Closed -$1.56M – 273
2024
Q3 		$1.56M Buy
94,017
+5,314
+6% +$84.3K 0.02% 186
2024
Q2 		$1.21M Buy
88,703
+762
+0.9% +$11.1K 0.01% 189
2024
Q1 		$1.38M Sell
87,941
-80,210
-48% -$1.16M 0.02% 174
2023
Q4 		$2.44M Buy
168,151
+87,888
+110% +$1.04M 0.01% 177
2023
Q3 		$844K Buy
80,263
+4,159
+5% +$46.1K 0.01% 184
2023
Q2 		$710K Buy
76,104
+6,856
+10% +$71.6K 0.01% 180
2023
Q1 		$866K Buy
69,248
+4,609
+7% +$77.9K 0.01% 169
2022
Q4 		$1.16M Buy
64,639
+868
+1% +$15.3K 0.02% 158
2022
Q3 		$1.13M Sell
63,771
-3,855
-6% -$69K 0.02% 155
2022
Q2 		$1.19M Buy
67,626
+14,258
+27% +$276K 0.02% 161
2022
Q1 		$1.24M Sell
53,368
-19,696
-27% -$490K 0.01% 171
2021
Q4 		$1.69M Buy
73,064
+12,492
+21% +$290K 0.02% 164
2021
Q3 		$1.33M Buy
60,572
+5,431
+10% +$110K 0.02% 166
2021
Q2 		$1.13M Buy
55,141
+8,730
+19% +$190K 0.01% 168
2021
Q1 		$932K Buy
46,411
+9,340
+25% +$180K 0.01% 167
2020
Q4 		$608K Sell
37,071
-276
-0.7% -$4.02K 0.01% 170
2020
Q3 		$443K Buy
37,347
+1,066
+3% +$13K 0.01% 169
2020
Q2 		$431K Sell
36,281
-546
-1% -$6.34K 0.01% 163
2020
Q1 		$397K Buy
36,827
+4,430
+14% +$73.7K 0.01% 169
2019
Q4 		$656K Sell
32,397
-9,548
-23% -$180K 0.01% 144
2019
Q3 		$748K Buy
41,945
+6,923
+20% +$120K 0.01% 136
2019
Q2 		$622K Buy
35,022
+20,110
+135% +$340K 0.01% 159
2019
Q1 		$235K Buy
+14,912
New +$249K ﹤0.01% 199

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Morningstar Investment Services's KEY Position: Q4 2024 in Review

Morningstar Investment Services sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 94,017 shares — an estimated $1.56M sold.

Morningstar Investment Services first reported a position in KEY in Q1 2019 and held it in 23 quarters. The position peaked at $2.44M in Q4 2023. 812 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Morningstar Investment Services reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 94,017 KeyCorp shares in Q4 2024, an estimated $1.56M.
  • Morningstar Investment Services first reported a position in KeyCorp in Q1 2019 and held it in 23 quarters.
  • Morningstar Investment Services's KeyCorp position peaked at $2.44M in Q4 2023.
  • 812 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.