Syverson Strege & Co’s KeyCorp KEY Stock Holding History

Syverson Strege & Co’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	-91	Closed	-$1.14K	–	357
2023 Q1	$1.14K	Buy	+91	New	+$1.54K	﹤0.01%	590
2021 Q4	–	Sell	-109	Closed	-$2K	–	397
2021 Q3	$2K	Buy	+109	New	+$2.2K	﹤0.01%	397

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syverson Strege & Co's KEY Position: Q2 2023 in Review

Syverson Strege & Co sold out of KeyCorp (KEY) in Q2 2023, closing a stake of 91 shares — an estimated $1.14K sold.

Syverson Strege & Co first reported a position in KEY in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 767 funds tracked by Wall St. Rank hold KEY as of Q2 2023.

Syverson Strege & Co reported no remaining KeyCorp position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 91 KeyCorp shares in Q2 2023, an estimated $1.14K.
Syverson Strege & Co first reported a position in KeyCorp in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's KeyCorp position peaked at $2K in Q3 2021.
767 funds tracked by Wall St. Rank held KeyCorp as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.