Samalin Investment Counsel’s KeyCorp KEY Stock Holding History

Samalin Investment Counsel’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
2022 Q2	–	Sell	-9,124	Closed	-$204K	–	240
2022 Q1	$204K	Sell	9,124 -2,211	-20%	-$55K	0.12%	221
2021 Q4	$262K	Buy	11,335 +338	+3%	+$7.84K	0.16%	186
2021 Q3	$238K	Buy	10,997 +9	+0.1%	+$182	0.15%	202
2021 Q2	$227K	Buy	10,988 +320	+3%	+$6.95K	0.15%	209
2021 Q1	$213K	Buy	+10,668	New	+$206K	0.14%	212
2020 Q4	–	Sell	-11,528	Closed	-$138K	–	230
2020 Q3	$138K	Buy	+11,528	New	+$141K	0.12%	185
2020 Q1	–	Sell	-9,231	Closed	-$186K	–	351
2019 Q4	$186K	Buy	+9,231	New	+$174K	0.16%	159

Other funds holding KEY

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return