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Steward Financial Group’s KeyCorp KEY Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+617
New +$6.83K ﹤0.01% 549
2022
Q3 		– Sell
-111
Closed -$1K – 721
2022
Q2 		$1K Buy
+111
New +$2.15K ﹤0.01% 778

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's KEY Position: Q3 2023 in Review

Steward Financial Group opened a new position in KeyCorp (KEY) in Q3 2023: 617 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KEY as recently as Q2 2022.

Steward Financial Group first reported a position in KEY in Q2 2022 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold KEY as of Q3 2023.

  • Steward Financial Group held 617 shares of KeyCorp worth $6K as of Q3 2023.
  • KeyCorp was a new Steward Financial Group position in Q3 2023.
  • KeyCorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #549 holding.
  • Steward Financial Group first reported a position in KeyCorp in Q2 2022 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held KeyCorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.