Squar Milner Financial Services’s KeyCorp KEY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,082	Closed	-$11K	–	471
2020 Q1	$11K	Hold	1,082	–	–	0.01%	532
2019 Q4	$21K	Buy	+1,082	New	+$20.4K	0.01%	515
2019 Q3	–	Sell	-1,124	Closed	-$20K	–	476
2019 Q2	$20K	Hold	1,124	–	–	0.01%	458
2019 Q1	$17K	Hold	1,124	–	–	0.01%	446
2018 Q4	$17K	Hold	1,124	–	–	0.02%	412
2018 Q3	$22K	Hold	1,124	–	–	0.02%	404
2018 Q2	$22K	Buy	+1,124	New	+$22.4K	0.02%	465

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Squar Milner Financial Services's KEY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of KeyCorp (KEY) in Q2 2020, closing a stake of 1,082 shares — an estimated $11K sold.

Squar Milner Financial Services first reported a position in KEY in Q2 2018 and held it in 7 quarters. The position peaked at $22K in Q3 2018. 704 funds tracked by Wall St. Rank hold KEY as of Q2 2020.

Squar Milner Financial Services reported no remaining KeyCorp position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,082 KeyCorp shares in Q2 2020, an estimated $11K.
Squar Milner Financial Services first reported a position in KeyCorp in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's KeyCorp position peaked at $22K in Q3 2018.
704 funds tracked by Wall St. Rank held KeyCorp as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.