Santa Monica Partners’s KeyCorp KEY Stock Holding History

Santa Monica Partners’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
2019 Q4	–	Sell	-14,262	Closed	-$254K	–	26
2019 Q3	$254K	Hold	14,262	–	–	0.22%	24
2019 Q2	$253K	Hold	14,262	–	–	0.21%	24
2019 Q1	$225K	Hold	14,262	–	–	0.2%	24
2018 Q4	$211K	Hold	14,262	–	–	0.23%	24
2018 Q3	$284K	Hold	14,262	–	–	0.23%	23
2018 Q2	$279K	Hold	14,262	–	–	0.26%	23
2018 Q1	$279K	Sell	14,262 -2,170	-13%	-$45.5K	0.3%	23
2017 Q4	$331K	Buy	+16,432	New	+$310K	0.3%	24

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Santa Monica Partners's KEY Position: Q4 2019 in Review

Santa Monica Partners sold out of KeyCorp (KEY) in Q4 2019, closing a stake of 14,262 shares — an estimated $254K sold.

Santa Monica Partners first reported a position in KEY in Q4 2017 and held it in 8 quarters. The position peaked at $331K in Q4 2017. 794 funds tracked by Wall St. Rank hold KEY as of Q4 2019.

Santa Monica Partners reported no remaining KeyCorp position as of Q4 2019 after selling out during the quarter.
Santa Monica Partners sold 14,262 KeyCorp shares in Q4 2019, an estimated $254K.
Santa Monica Partners first reported a position in KeyCorp in Q4 2017 and held it in 8 quarters.
Santa Monica Partners's KeyCorp position peaked at $331K in Q4 2017.
794 funds tracked by Wall St. Rank held KeyCorp as of Q4 2019.

Based on Santa Monica Partners's 13F filing for Q4 2019, filed 22 Jan 2020.