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Charter Oak Partners Management’s Korn Ferry KFY Stock Holding History

Charter Oak Partners Management’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$3.1M Hold
124,717
– – 2.34% 20
2014
Q2 		$3.66M Buy
124,717
+25,000
+25% +$739K 1.99% 19
2014
Q1 		$2.97M Hold
99,717
– – 2.13% 19
2013
Q4 		$2.6M Buy
99,717
+49,717
+99% +$1.18M 1.84% 22
2013
Q3 		$1.07M Buy
+50,000
New +$989K 0.84% 28

Other funds holding KFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

Charter Oak Partners Management's KFY Position: Q3 2014 in Review

Charter Oak Partners Management held its Korn Ferry (KFY) position steady in Q3 2014 at 124,717 shares worth $3.1M. The position accounts for 2.34% of the portfolio, ranked #20.

Charter Oak Partners Management first reported a position in KFY in Q3 2013 and has held it in 5 quarters since. The position peaked at $3.66M in Q2 2014. 204 funds tracked by Wall St. Rank hold KFY as of Q3 2014.

  • Charter Oak Partners Management held 124,717 shares of Korn Ferry worth $3.1M as of Q3 2014.
  • Charter Oak Partners Management left its Korn Ferry share count unchanged in Q3 2014.
  • Korn Ferry made up 2.34% of Charter Oak Partners Management's portfolio in Q3 2014, its #20 holding.
  • Charter Oak Partners Management first reported a position in Korn Ferry in Q3 2013 and has held it in 5 quarters since.
  • Charter Oak Partners Management's Korn Ferry position peaked at $3.66M in Q2 2014.
  • 204 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2014.

Based on Charter Oak Partners Management's 13F filing for Q3 2014, filed 13 Nov 2014.