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First Mercantile Trust’s Korn Ferry KFY Stock Holding History

First Mercantile 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
2021
Q3 		$220K Sell
3,040
-440
-13% -$30.7K 0.03% 385
2021
Q2 		$252K Buy
3,480
+610
+21% +$40.6K 0.03% 347
2021
Q1 		$179K Buy
+2,870
New +$160K 0.02% 482
2018
Q3 		– Sell
-4,979
Closed -$308K – 933
2018
Q2 		$308K Buy
4,979
+2,041
+69% +$115K 0.06% 372
2018
Q1 		$152K Buy
+2,938
New +$131K 0.03% 572
2016
Q4 		– Sell
-20,870
Closed -$438K – 868
2016
Q3 		$438K Buy
20,870
+3,920
+23% +$89.3K 0.06% 397
2016
Q2 		$351K Buy
16,950
+3,995
+31% +$109K 0.04% 500
2016
Q1 		$366K Buy
12,955
+2,155
+20% +$61.7K 0.04% 473
2015
Q4 		$358K Sell
10,800
-500
-4% -$17.6K 0.04% 532
2015
Q3 		$374K Sell
11,300
-600
-5% -$20.5K 0.04% 542
2015
Q2 		$414K Sell
11,900
-3,728
-24% -$123K 0.04% 558
2015
Q1 		$514K Sell
15,628
-4,172
-21% -$126K 0.04% 489
2014
Q4 		$569K Sell
19,800
-3,480
-15% -$94.6K 0.05% 463
2014
Q3 		$580K Hold
23,280
– – 0.05% 484
2014
Q2 		$684K Hold
23,280
– – 0.05% 449
2014
Q1 		$693K Sell
23,280
-5,870
-20% -$151K 0.05% 499
2013
Q4 		$761K Sell
29,150
-12,150
-29% -$288K 0.06% 461
2013
Q3 		$884K Sell
41,300
-1,700
-4% -$33.6K 0.07% 414
2013
Q2 		$806K Buy
+43,000
New +$735K 0.07% 400

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Mercantile Trust's KFY Position: Q3 2021 in Review

First Mercantile Trust reduced its Korn Ferry (KFY) stake by 13% in Q3 2021, selling an estimated $30.7K and leaving 3,040 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #385.

First Mercantile Trust first reported a position in KFY in Q2 2013 and has held it in 19 quarters since. The position peaked at $884K in Q3 2013. 263 funds tracked by Wall St. Rank hold KFY as of Q3 2021.

  • First Mercantile Trust held 3,040 shares of Korn Ferry worth $220K as of Q3 2021.
  • First Mercantile Trust sold 440 Korn Ferry shares in Q3 2021, an estimated $30.7K.
  • Korn Ferry made up 0.03% of First Mercantile Trust's portfolio in Q3 2021, its #385 holding.
  • First Mercantile Trust first reported a position in Korn Ferry in Q2 2013 and has held it in 19 quarters since.
  • First Mercantile Trust's Korn Ferry position peaked at $884K in Q3 2013.
  • 263 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.