Nearwater Capital Markets’s KeyCorp KEY Stock Holding History

Nearwater Capital Markets’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
2025 Q1	–	Sell	-50,000	Closed	-$857K	–	99
2024 Q4	$857K	Buy	+50,000	New	+$897K	0.02%	78

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Nearwater Capital Markets's KEY Position: Q1 2025 in Review

Nearwater Capital Markets sold out of KeyCorp (KEY) in Q1 2025, closing a stake of 50,000 shares — an estimated $857K sold.

Nearwater Capital Markets first reported a position in KEY in Q4 2024 and held it in 1 quarter. The position peaked at $857K in Q4 2024. 786 funds tracked by Wall St. Rank hold KEY as of Q1 2025.

Nearwater Capital Markets reported no remaining KeyCorp position as of Q1 2025 after selling out during the quarter.
Nearwater Capital Markets sold 50,000 KeyCorp shares in Q1 2025, an estimated $857K.
Nearwater Capital Markets first reported a position in KeyCorp in Q4 2024 and held it in 1 quarter.
Nearwater Capital Markets's KeyCorp position peaked at $857K in Q4 2024.
786 funds tracked by Wall St. Rank held KeyCorp as of Q1 2025.

Based on Nearwater Capital Markets's 13F filing for Q1 2025, filed 15 May 2025.