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Sigma Investment Counselors’s KeyCorp KEY Stock Holding History

Sigma Investment Counselors’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
Q1 		– Sell
-101,491
Closed -$1.77M – 192
2022
Q4 		$1.77M Buy
101,491
+689
+0.7% +$12.1K 0.15% 82
2022
Q3 		$1.61M Sell
100,802
-138
-0.1% -$2.47K 0.14% 84
2022
Q2 		$1.74M Buy
100,940
+3,499
+4% +$67.6K 0.14% 79
2022
Q1 		$2.18M Buy
97,441
+1,494
+2% +$37.2K 0.16% 78
2021
Q4 		$2.22M Sell
95,947
-1,600
-2% -$37.1K 0.16% 77
2021
Q3 		$2.11M Buy
97,547
+1,260
+1% +$25.5K 0.16% 77
2021
Q2 		$1.99M Sell
96,287
-104
-0.1% -$2.26K 0.15% 78
2021
Q1 		$1.93M Sell
96,391
-1,675
-2% -$32.3K 0.16% 78
2020
Q4 		$1.61M Buy
98,066
+50,540
+106% +$736K 0.14% 81
2020
Q3 		$567K Sell
47,526
-49,899
-51% -$608K 0.11% 92
2020
Q2 		$1.19M Sell
97,425
-48,246
-33% -$561K 0.13% 81
2020
Q1 		$1.51M Sell
145,671
-1,440
-1% -$24K 0.19% 73
2019
Q4 		$2.98M Buy
147,111
+11,461
+8% +$216K 0.31% 56
2019
Q3 		$2.42M Buy
+135,650
New +$2.35M 0.28% 61

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sigma Investment Counselors's KEY Position: Q1 2023 in Review

Sigma Investment Counselors sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 101,491 shares — an estimated $1.77M sold.

Sigma Investment Counselors first reported a position in KEY in Q3 2019 and held it in 14 quarters. The position peaked at $2.98M in Q4 2019. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Sigma Investment Counselors reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Sigma Investment Counselors sold 101,491 KeyCorp shares in Q1 2023, an estimated $1.77M.
  • Sigma Investment Counselors first reported a position in KeyCorp in Q3 2019 and held it in 14 quarters.
  • Sigma Investment Counselors's KeyCorp position peaked at $2.98M in Q4 2019.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Sigma Investment Counselors's 13F filing for Q1 2023, filed 28 Apr 2023.