Rehmann Capital Advisory Group’s KeyCorp KEY Stock Holding History

Rehmann Capital Advisory Group’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	-12,798	Closed	-$160K	–	565
2023 Q1	$160K	Sell	12,798 -253	-2%	-$4.27K	0.02%	522
2022 Q4	$227K	Buy	13,051 +323	+3%	+$5.68K	0.02%	489
2022 Q3	$204K	Buy	12,728 +715	+6%	+$12.8K	0.02%	485
2022 Q2	$207K	Buy	12,013 +1,032	+9%	+$19.9K	0.02%	462
2022 Q1	$246K	Sell	10,981 -394	-3%	-$9.8K	0.02%	454
2021 Q4	$263K	Buy	11,375 +626	+6%	+$14.5K	0.02%	463
2021 Q3	$232K	Buy	+10,749	New	+$217K	0.02%	495
2019 Q3	$130K	Sell	7,269 -283	-4%	-$4.9K	0.02%	387
2019 Q2	$134K	Buy	7,552 +540	+8%	+$9.13K	0.02%	524
2019 Q1	$110K	Buy	7,012 +640	+10%	+$10.7K	0.02%	560
2018 Q4	$94.2K	Sell	6,372 -2,500	-28%	-$44K	0.01%	415
2018 Q3	$176K	Buy	8,872 +570	+7%	+$11.8K	0.02%	426
2018 Q2	$162K	Buy	8,302 +2,013	+32%	+$40.2K	0.02%	427
2018 Q1	$123K	Buy	+6,289	New	+$132K	0.02%	489

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management

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

Fidelity Investments

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return