Sageworth Trust’s KeyCorp KEY Stock Holding History

Sageworth Trust’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	-386	Closed	-$4.83K	–	262
2023 Q1	$4.83K	Buy	+386	New	+$6.52K	﹤0.01%	387
2022 Q2	–	Sell	-350	Closed	-$8K	–	412
2022 Q1	$8K	Sell	350 -1,889	-84%	-$47K	﹤0.01%	202
2021 Q4	$52K	Sell	2,239 -5,124	-70%	-$119K	﹤0.01%	103
2021 Q3	$159K	Hold	7,363	–	–	0.01%	93
2021 Q2	$152K	Buy	7,363 +6,663	+952%	+$145K	0.01%	132
2021 Q1	$14K	Hold	700	–	–	﹤0.01%	243
2020 Q4	$11K	Hold	700	–	–	﹤0.01%	176
2020 Q3	$8K	Buy	+700	New	+$8.53K	﹤0.01%	145

Other funds holding KEY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust's KEY Position: Q2 2023 in Review

Sageworth Trust sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 386 shares — an estimated $4.83K sold.

Sageworth Trust first reported a position in KEY in Q3 2020 and held it in 8 quarters. The position peaked at $159K in Q3 2021. 769 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Sageworth Trust reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 386 KeyCorp shares in Q2 2023, an estimated $4.83K.
Sageworth Trust first reported a position in KeyCorp in Q3 2020 and held it in 8 quarters.
Sageworth Trust's KeyCorp position peaked at $159K in Q3 2021.
769 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.