WCA
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Waratah Capital Advisors’s KeyCorp KEY Stock Holding History

Waratah Capital Advisors’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
2020
Q2 		– Sell
-72,253
Closed -$749K – 156
2020
Q1 		$749K Buy
+72,253
New +$1.2M 0.13% 70
2017
Q3 		– Sell
-160,825
Closed -$3.01M – 166
2017
Q2 		$3.01M Buy
160,825
+89,185
+124% +$1.61M 0.42% 49
2017
Q1 		$1.27M Buy
+71,640
New +$1.31M 0.17% 89
2016
Q4 		– Sell
-161,150
Closed -$1.96M – 157
2016
Q3 		$1.96M Buy
+161,150
New +$1.93M 0.35% 68
2014
Q1 		– Sell
-45,500
Closed -$611K – 88
2013
Q4 		$611K Buy
+45,500
New +$576K 0.23% 71
2013
Q3 		– Sell
-314,400
Closed -$3.47M – 80
2013
Q2 		$3.47M Buy
+314,400
New +$3.23M 2.14% 18

Other funds holding KEY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $653B AUM 32.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return