Simplicity Solutions’s KeyCorp KEY Stock Holding History

Simplicity Solutions’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 Q4	$163K	Sell	11,313 -232	-2%	-$2.75K	﹤0.01%	984
2023 Q3	$124K	Sell	11,545 -13,496	-54%	-$149K	﹤0.01%	929
2023 Q2	$231K	Sell	25,041 -31,735	-56%	-$331K	0.01%	924
2023 Q1	$711K	Sell	56,776 -13,927	-20%	-$235K	0.02%	588
2022 Q4	$1.23M	Buy	70,703 +6,593	+10%	+$116K	0.17%	151
2022 Q3	$1.03M	Buy	64,110 +48,689	+316%	+$872K	0.15%	164
2022 Q2	$266K	Buy	+15,421	New	+$298K	0.03%	470
2021 Q1	–	Sell	-148,181	Closed	-$2.43M	–	762
2020 Q4	$2.43M	Sell	148,181 -64,093	-30%	-$934K	0.04%	346
2020 Q3	$2.53M	Buy	212,274 +123,156	+138%	+$1.5M	0.05%	288
2020 Q2	$1.08M	Buy	89,118 +45,682	+105%	+$531K	0.02%	450
2020 Q1	$450K	Sell	43,436 -1,232	-3%	-$20.5K	0.01%	515
2019 Q4	$904K	Buy	44,668 +17,885	+67%	+$337K	0.03%	406
2019 Q3	$478K	Sell	26,783 -64,441	-71%	-$1.11M	0.02%	426
2019 Q2	$1.62M	Buy	91,224 +78,524	+618%	+$1.33M	0.07%	186
2019 Q1	$200K	Sell	12,700 -7,884	-38%	-$131K	0.01%	695
2018 Q4	$305K	Buy	20,584 +8,082	+65%	+$142K	0.04%	443
2018 Q3	$249K	Buy	+12,502	New	+$260K	0.01%	454

Other funds holding KEY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's KEY Position: Q4 2023 in Review

Simplicity Solutions reduced its KeyCorp (KEY) stake by 2% in Q4 2023, selling an estimated $2.75K and leaving 11,313 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Simplicity Solutions first reported a position in KEY in Q3 2018 and has held it in 17 quarters since. The position peaked at $2.53M in Q3 2020. 797 funds tracked by Wall St. Rank hold KEY as of Q4 2023.

Simplicity Solutions held 11,313 shares of KeyCorp worth $163K as of Q4 2023.
Simplicity Solutions sold 232 KeyCorp shares in Q4 2023, an estimated $2.75K.
KeyCorp made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #984 holding.
Simplicity Solutions first reported a position in KeyCorp in Q3 2018 and has held it in 17 quarters since.
Simplicity Solutions's KeyCorp position peaked at $2.53M in Q3 2020.
797 funds tracked by Wall St. Rank held KeyCorp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.