Opus Investment Management’s KeyCorp KEY Stock Holding History

Opus Investment 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 Q3	–	Sell	-269,050	Closed	-$2.49M	–	60
2023 Q2	$2.49M	Hold	269,050	–	–	0.89%	43
2023 Q1	$3.37M	Hold	269,050	–	–	1.22%	33
2022 Q4	$4.69M	Hold	269,050	–	–	1.67%	18
2022 Q3	$4.31M	Hold	269,050	–	–	1%	34
2022 Q2	$4.64M	Hold	269,050	–	–	1%	32
2022 Q1	$6.02M	Hold	269,050	–	–	0.92%	33
2021 Q4	$6.22M	Hold	269,050	–	–	0.89%	25
2021 Q3	$5.82M	Buy	269,050 +39,000	+17%	+$788K	0.89%	27
2021 Q2	$4.75M	Buy	230,050 +98,000	+74%	+$2.13M	0.72%	39
2021 Q1	$2.64M	Buy	+132,050	New	+$2.55M	0.39%	76

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

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

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Opus Investment Management's KEY Position: Q3 2023 in Review

Opus Investment Management sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 269,050 shares — an estimated $2.49M sold.

Opus Investment Management first reported a position in KEY in Q1 2021 and held it in 10 quarters. The position peaked at $6.22M in Q4 2021. 721 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

Opus Investment Management reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
Opus Investment Management sold 269,050 KeyCorp shares in Q3 2023, an estimated $2.49M.
Opus Investment Management first reported a position in KeyCorp in Q1 2021 and held it in 10 quarters.
Opus Investment Management's KeyCorp position peaked at $6.22M in Q4 2021.
721 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Opus Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.