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Winch Advisory Services’s KeyCorp KEY Stock Holding History

Winch Advisory Services’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
2024
Q4 		– Sell
-3,572
Closed -$59.8K – 555
2024
Q3 		$59.8K Buy
3,572
+24
+0.7% +$381 0.02% 142
2024
Q2 		$50.4K Sell
3,548
-453
-11% -$6.57K 0.01% 146
2024
Q1 		$63.3K Sell
4,001
-118
-3% -$1.7K 0.02% 131
2023
Q4 		$59.3K Sell
4,119
-318
-7% -$3.78K 0.02% 134
2023
Q3 		$48K Sell
4,437
-164
-4% -$1.82K 0.02% 137
2023
Q2 		$43K Buy
4,601
+1,912
+71% +$20K 0.02% 138
2023
Q1 		$34K Buy
+2,689
New +$45.4K 0.01% 149
2017
Q3 		– Sell
-68,551
Closed -$1.28M – 303
2017
Q2 		$1.28M Sell
68,551
-12,829
-16% -$232K 0.81% 36
2017
Q1 		$1.45M Buy
81,380
+17,206
+27% +$315K 0.92% 34
2016
Q4 		$1.17M Sell
64,174
-9,884
-13% -$156K 0.81% 34
2016
Q3 		$901K Buy
+74,058
New +$886K 0.73% 36

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Winch Advisory Services's KEY Position: Q4 2024 in Review

Winch Advisory Services sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 3,572 shares — an estimated $59.8K sold.

Winch Advisory Services first reported a position in KEY in Q3 2016 and held it in 11 quarters. The position peaked at $1.45M in Q1 2017. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • Winch Advisory Services reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 3,572 KeyCorp shares in Q4 2024, an estimated $59.8K.
  • Winch Advisory Services first reported a position in KeyCorp in Q3 2016 and held it in 11 quarters.
  • Winch Advisory Services's KeyCorp position peaked at $1.45M in Q1 2017.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.