SWM
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Sugarloaf Wealth Management’s KeyCorp KEY Stock Holding History

Sugarloaf Wealth Management’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
-104
Closed -$1.81K – 748
2022
Q4 		$1.81K Buy
+104
New +$1.83K ﹤0.01% 680

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 $3.38T AUM 44.17% 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

Sugarloaf Wealth Management's KEY Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of KeyCorp (KEY) in Q1 2023, closing a stake of 104 shares — an estimated $1.81K sold.

Sugarloaf Wealth Management first reported a position in KEY in Q4 2022 and held it in 1 quarter. The position peaked at $1.81K in Q4 2022. 783 funds tracked by Wall St. Rank hold KEY as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining KeyCorp position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 104 KeyCorp shares in Q1 2023, an estimated $1.81K.
  • Sugarloaf Wealth Management first reported a position in KeyCorp in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's KeyCorp position peaked at $1.81K in Q4 2022.
  • 783 funds tracked by Wall St. Rank held KeyCorp as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.