Phase 2 Partners’s KeyCorp KEY Stock Holding History

Phase 2 Partners’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 Q2	–	Sell	-550,581	Closed	-$6.89M	–	29
2023 Q1	$6.89M	Buy	+550,581	New	+$9.3M	2.97%	19

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phase 2 Partners's KEY Position: Q2 2023 in Review

Phase 2 Partners sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 550,581 shares — an estimated $6.89M sold.

Phase 2 Partners first reported a position in KEY in Q1 2023 and held it in 1 quarter. The position peaked at $6.89M in Q1 2023. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Phase 2 Partners reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Phase 2 Partners sold 550,581 KeyCorp shares in Q2 2023, an estimated $6.89M.
Phase 2 Partners first reported a position in KeyCorp in Q1 2023 and held it in 1 quarter.
Phase 2 Partners's KeyCorp position peaked at $6.89M in Q1 2023.
767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Phase 2 Partners's 13F filing for Q2 2023, filed 14 Aug 2023.