Retirement Group’s KeyCorp KEY Stock Holding History

Retirement 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
2024 Q1	$64K	Hold	4,050	–	–	0.02%	203
2023 Q4	$58.3K	Hold	4,050	–	–	0.02%	203
2023 Q3	$43.6K	Hold	4,050	–	–	0.02%	221
2023 Q2	$37.4K	Hold	4,050	–	–	0.02%	236
2023 Q1	$51K	Hold	4,050	–	–	0.02%	188
2022 Q4	$71K	Buy	+4,050	New	+$71.2K	0.03%	158
2022 Q3	–	Sell	-8,965	Closed	-$154K	–	666
2022 Q2	$154K	Buy	8,965 +4,050	+82%	+$78.3K	0.06%	121
2022 Q1	$110K	Buy	4,915 +163	+3%	+$4.05K	0.04%	159
2021 Q4	$110K	Buy	4,752 +702	+17%	+$16.3K	0.05%	159
2021 Q3	$88K	Hold	4,050	–	–	0.04%	172
2021 Q2	$84K	Hold	4,050	–	–	0.04%	172
2021 Q1	$81K	Hold	4,050	–	–	0.04%	212
2020 Q4	$66K	Buy	+4,050	New	+$59K	0.03%	229

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

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

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

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Retirement Group's KEY Position: Q1 2024 in Review

Retirement Group held its KeyCorp (KEY) position steady in Q1 2024 at 4,050 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #203.

Retirement Group first reported a position in KEY in Q4 2020 and has held it in 13 quarters since. The position peaked at $154K in Q2 2022. 796 funds tracked by Wall St. Rank hold KEY as of Q1 2024.

Retirement Group held 4,050 shares of KeyCorp worth $64K as of Q1 2024.
Retirement Group left its KeyCorp share count unchanged in Q1 2024.
KeyCorp made up 0.02% of Retirement Group's portfolio in Q1 2024, its #203 holding.
Retirement Group first reported a position in KeyCorp in Q4 2020 and has held it in 13 quarters since.
Retirement Group's KeyCorp position peaked at $154K in Q2 2022.
796 funds tracked by Wall St. Rank held KeyCorp as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.