Sterling Investment Advisors (Pennsylvania)’s KeyCorp KEY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-1,500	Closed	-$26K	–	314
2022 Q2	$26K	Sell	1,500 -1,500	-50%	-$29K	0.01%	297
2022 Q1	$67K	Hold	3,000	–	–	0.02%	228
2021 Q4	$69K	Hold	3,000	–	–	0.02%	222
2021 Q3	$65K	Buy	+3,000	New	+$60.6K	0.02%	228
2020 Q4	–	Sell	-4,000	Closed	-$48K	–	461
2020 Q3	$48K	Buy	4,000 +1,000	+33%	+$12.2K	0.02%	218
2020 Q2	$36K	Buy	+3,000	New	+$34.9K	0.01%	244
2020 Q1	–	Sell	-3,000	Closed	-$60K	–	411
2019 Q4	$60K	Buy	+3,000	New	+$56.6K	0.03%	188
2019 Q3	–	Sell	-4,000	Closed	-$71K	–	427
2019 Q2	$71K	Hold	4,000	–	–	0.04%	179
2019 Q1	$63K	Buy	4,000 +2,000	+100%	+$33.4K	0.03%	189
2018 Q4	$29K	Hold	2,000	–	–	0.02%	250
2018 Q3	$40K	Hold	2,000	–	–	0.02%	244
2018 Q2	$39K	Sell	2,000 -2,000	-50%	-$39.9K	0.02%	226
2018 Q1	$78K	Hold	4,000	–	–	0.05%	158
2017 Q4	$81K	Hold	4,000	–	–	0.05%	155
2017 Q3	$75K	Sell	4,000 -161	-4%	-$2.91K	0.05%	150
2017 Q2	$78K	Buy	4,161 +161	+4%	+$2.91K	0.05%	151
2017 Q1	$71K	Buy	+4,000	New	+$73.2K	0.05%	150

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s KEY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of KeyCorp (KEY) in Q3 2022, closing a stake of 1,500 shares — an estimated $26K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KEY in Q1 2017 and held it in 17 quarters. The position peaked at $81K in Q4 2017. 802 funds tracked by Wall St. Rank hold KEY as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining KeyCorp position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,500 KeyCorp shares in Q3 2022, an estimated $26K.
Sterling Investment Advisors (Pennsylvania) first reported a position in KeyCorp in Q1 2017 and held it in 17 quarters.
Sterling Investment Advisors (Pennsylvania)'s KeyCorp position peaked at $81K in Q4 2017.
802 funds tracked by Wall St. Rank held KeyCorp as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.