PO
KEY icon

Private Ocean’s KeyCorp KEY Stock Holding History

Private Ocean’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
Q2 		– Sell
-322
Closed -$5.09K – 658
2024
Q1 		$5.09K Hold
322
– – ﹤0.01% 417
2023
Q4 		$4.64K Hold
322
– – ﹤0.01% 419
2023
Q3 		$3.46K Hold
322
– – ﹤0.01% 422
2023
Q2 		$2.98K Hold
322
– – ﹤0.01% 467
2023
Q1 		$4.03K Buy
+322
New +$5.44K ﹤0.01% 480

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Ocean's KEY Position: Q2 2024 in Review

Private Ocean sold out of KeyCorp (KEY) in Q2 2024, closing a stake of 322 shares — an estimated $5.09K sold.

Private Ocean first reported a position in KEY in Q1 2023 and held it in 5 quarters. The position peaked at $5.09K in Q1 2024. 783 funds tracked by Wall St. Rank hold KEY as of Q2 2024.

  • Private Ocean reported no remaining KeyCorp position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 322 KeyCorp shares in Q2 2024, an estimated $5.09K.
  • Private Ocean first reported a position in KeyCorp in Q1 2023 and held it in 5 quarters.
  • Private Ocean's KeyCorp position peaked at $5.09K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.