Tarbox Family Office’s KeyCorp KEY Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-12	Closed	–	–	572
2022 Q1	$0	Sell	12 -971	-99%	-$24.1K	﹤0.01%	1110
2021 Q4	$23K	Hold	983	–	–	﹤0.01%	329
2021 Q3	$21K	Hold	983	–	–	﹤0.01%	368
2021 Q2	$20K	Hold	983	–	–	﹤0.01%	373
2021 Q1	$20K	Hold	983	–	–	﹤0.01%	314
2020 Q4	$16K	Sell	983 -101	-9%	-$1.47K	﹤0.01%	332
2020 Q3	$13K	Hold	1,084	–	–	﹤0.01%	345
2020 Q2	$13K	Buy	1,084 +733	+209%	+$8.52K	﹤0.01%	342
2020 Q1	$4K	Sell	351 -197	-36%	-$3.28K	﹤0.01%	469
2019 Q4	$11K	Sell	548 -44	-7%	-$830	﹤0.01%	367
2019 Q3	$11K	Buy	592 +277	+88%	+$4.79K	﹤0.01%	327
2019 Q2	$6K	Hold	315	–	–	﹤0.01%	417
2019 Q1	$5K	Hold	315	–	–	﹤0.01%	393
2018 Q4	$5K	Buy	315 +61	+24%	+$1.07K	﹤0.01%	383
2018 Q3	$5K	Hold	254	–	–	﹤0.01%	400
2018 Q2	$5K	Hold	254	–	–	﹤0.01%	392
2018 Q1	$5K	Buy	254 +36	+17%	+$755	﹤0.01%	406
2017 Q4	$4K	Hold	218	–	–	﹤0.01%	418
2017 Q3	$4K	Hold	218	–	–	﹤0.01%	421
2017 Q2	$4K	Hold	218	–	–	﹤0.01%	407
2017 Q1	$4K	Hold	218	–	–	﹤0.01%	406
2016 Q4	$4K	Sell	218 -7	-3%	-$110	﹤0.01%	362
2016 Q3	$3K	Hold	225	–	–	﹤0.01%	388
2016 Q2	$2K	Hold	225	–	–	﹤0.01%	428
2016 Q1	$2K	Buy	+225	New	+$2.51K	﹤0.01%	435

Other funds holding KEY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tarbox Family Office's KEY Position: Q2 2022 in Review

Tarbox Family Office sold out of KeyCorp (KEY) in Q2 2022, closing a stake of 12 shares.

Tarbox Family Office first reported a position in KEY in Q1 2016 and held it in 25 quarters. The position peaked at $23K in Q4 2021. 811 funds tracked by Wall St. Rank hold KEY as of Q2 2022.

Tarbox Family Office reported no remaining KeyCorp position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 12 KeyCorp shares in Q2 2022.
Tarbox Family Office first reported a position in KeyCorp in Q1 2016 and held it in 25 quarters.
Tarbox Family Office's KeyCorp position peaked at $23K in Q4 2021.
811 funds tracked by Wall St. Rank held KeyCorp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.