SXL
KEY icon

Summit X LLC’s KeyCorp KEY Stock Holding History

Summit X LLC’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
Q2 		– Sell
-23,410
Closed -$293K – 279
2023
Q1 		$293K Sell
23,410
-118
-0.5% -$1.99K 0.08% 214
2022
Q4 		$405K Sell
23,528
-1,380
-6% -$24.3K 0.12% 175
2022
Q3 		$399K Buy
24,908
+1,380
+6% +$24.7K 0.12% 177
2022
Q2 		$405K Buy
23,528
+3,350
+17% +$64.8K 0.12% 175
2022
Q1 		$452K Buy
20,178
+1,440
+8% +$35.8K 0.11% 177
2021
Q4 		$435K Hold
18,738
– – 0.1% 186
2021
Q3 		$404K Buy
18,738
+1,740
+10% +$35.2K 0.1% 194
2021
Q2 		$351K Buy
16,998
+2,305
+16% +$50K 0.09% 205
2021
Q1 		$294K Sell
14,693
-490
-3% -$9.46K 0.08% 220
2020
Q4 		$249K Buy
+15,183
New +$221K 0.07% 218
2020
Q1 		– Sell
-116,603
Closed -$2.36M – 233
2019
Q4 		$2.36M Sell
116,603
-848
-0.7% -$16K 0.88% 29
2019
Q3 		$2.1M Sell
117,451
-11,067
-9% -$191K 0.84% 31
2019
Q2 		$2.29M Buy
128,518
+6,056
+5% +$102K 0.94% 28
2019
Q1 		$1.93M Buy
+122,462
New +$2.04M 0.83% 33

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit X LLC's KEY Position: Q2 2023 in Review

Summit X LLC sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 23,410 shares — an estimated $293K sold.

Summit X LLC first reported a position in KEY in Q1 2019 and held it in 14 quarters. The position peaked at $2.36M in Q4 2019. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

  • Summit X LLC reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
  • Summit X LLC sold 23,410 KeyCorp shares in Q2 2023, an estimated $293K.
  • Summit X LLC first reported a position in KeyCorp in Q1 2019 and held it in 14 quarters.
  • Summit X LLC's KeyCorp position peaked at $2.36M in Q4 2019.
  • 767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Summit X LLC's 13F filing for Q2 2023, filed 10 Aug 2023.