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Ridgewood Investments’s KeyCorp KEY Stock Holding History

Ridgewood Investments’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
-18,041
Closed -$167K – 489
2023
Q2 		$167K Hold
18,041
– – 0.09% 185
2023
Q1 		$226K Hold
18,041
– – 0.14% 160
2022
Q4 		$314K Buy
+18,041
New +$317K 0.22% 140

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ridgewood Investments's KEY Position: Q3 2023 in Review

Ridgewood Investments sold out of KeyCorp (KEY) in Q3 2023, closing a stake of 18,041 shares — an estimated $167K sold.

Ridgewood Investments first reported a position in KEY in Q4 2022 and held it in 3 quarters. The position peaked at $314K in Q4 2022. 722 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Ridgewood Investments reported no remaining KeyCorp position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 18,041 KeyCorp shares in Q3 2023, an estimated $167K.
  • Ridgewood Investments first reported a position in KeyCorp in Q4 2022 and held it in 3 quarters.
  • Ridgewood Investments's KeyCorp position peaked at $314K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.