WCA
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Windsor Creek Advisors’s KeyCorp KEY Stock Holding History

Windsor Creek 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
-99,000
Closed -$1.03M – 202
2020
Q1 		$1.03M Buy
99,000
+12,000
+14% +$200K 0.67% 73
2019
Q4 		$1.76K Hold
87,000
– – 0.91% 45
2019
Q3 		$1.55M Sell
87,000
-52,000
-37% -$900K 0.66% 55
2019
Q2 		$2.47M Buy
139,000
+20,000
+17% +$338K 1.65% 29
2019
Q1 		$1.87M Sell
119,000
-21,835
-16% -$364K 1.15% 46
2018
Q4 		$2.08M Buy
+140,835
New +$2.48M 1.34% 36

Other funds holding KEY

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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 $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return