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Diversified Trust’s Korn Ferry KFY Stock Holding History

Diversified Trust’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
2023
Q1 		– Sell
-8,828
Closed -$447K – 878
2022
Q4 		$447K Sell
8,828
-2,498
-22% -$133K 0.02% 457
2022
Q3 		$532K Sell
11,326
-2,672
-19% -$158K 0.02% 374
2022
Q2 		$812K Sell
13,998
-88
-0.6% -$5.34K 0.03% 266
2022
Q1 		$915K Buy
14,086
+5,818
+70% +$391K 0.03% 281
2021
Q4 		$626K Buy
+8,268
New +$635K 0.02% 384
2021
Q2 		– Sell
-3,847
Closed -$240K – 844
2021
Q1 		$240K Sell
3,847
-3,551
-48% -$197K 0.01% 629
2020
Q4 		$322K Sell
7,398
-1,118
-13% -$41.1K 0.01% 486
2020
Q3 		$247K Hold
8,516
– – 0.01% 501
2020
Q2 		$262K Buy
+8,516
New +$244K 0.01% 428

Other funds holding KFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Diversified Trust's KFY Position: Q1 2023 in Review

Diversified Trust sold out of Korn Ferry (KFY) in Q1 2023, closing a stake of 8,828 shares — an estimated $447K sold.

Diversified Trust first reported a position in KFY in Q2 2020 and held it in 9 quarters. The position peaked at $915K in Q1 2022. 289 funds tracked by Wall St. Rank hold KFY as of Q1 2023.

  • Diversified Trust reported no remaining Korn Ferry position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 8,828 Korn Ferry shares in Q1 2023, an estimated $447K.
  • Diversified Trust first reported a position in Korn Ferry in Q2 2020 and held it in 9 quarters.
  • Diversified Trust's Korn Ferry position peaked at $915K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.