EI
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Ellevest Inc’s Korn Ferry KFY Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-223
Closed -$11.5K – 1013
2023
Q1 		$11.5K Buy
223
+22
+11% +$1.19K ﹤0.01% 1001
2022
Q4 		$10.2K Buy
201
+15
+8% +$797 ﹤0.01% 1021
2022
Q3 		$9K Buy
186
+155
+500% +$9.16K ﹤0.01% 1031
2022
Q2 		$2K Buy
31
+6
+24% +$364 ﹤0.01% 1163
2022
Q1 		$2K Hold
25
– – ﹤0.01% 1196
2021
Q4 		$2K Hold
25
– – ﹤0.01% 1169
2021
Q3 		$2K Hold
25
– – ﹤0.01% 1146
2021
Q2 		$2K Hold
25
– – ﹤0.01% 1041
2021
Q1 		$2K Hold
25
– – ﹤0.01% 1060
2020
Q4 		$1K Buy
+25
New +$920 ﹤0.01% 1072

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's KFY Position: Q2 2023 in Review

Ellevest Inc sold out of Korn Ferry (KFY) in Q2 2023, closing a stake of 223 shares — an estimated $11.5K sold.

Ellevest Inc first reported a position in KFY in Q4 2020 and held it in 10 quarters. The position peaked at $11.5K in Q1 2023. 278 funds tracked by Wall St. Rank hold KFY as of Q2 2023.

  • Ellevest Inc reported no remaining Korn Ferry position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 223 Korn Ferry shares in Q2 2023, an estimated $11.5K.
  • Ellevest Inc first reported a position in Korn Ferry in Q4 2020 and held it in 10 quarters.
  • Ellevest Inc's Korn Ferry position peaked at $11.5K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.