GoalVest Advisory’s Korn Ferry KFY Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-103	Closed	-$4.89K	–	437
2023 Q3	$4.89K	Buy	103 +3	+3%	+$152	﹤0.01%	347
2023 Q2	$4.95K	Buy	+100	New	+$4.92K	﹤0.01%	303

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's KFY Position: Q4 2023 in Review

GoalVest Advisory sold out of Korn Ferry (KFY) in Q4 2023, closing a stake of 103 shares — an estimated $4.89K sold.

GoalVest Advisory first reported a position in KFY in Q2 2023 and held it in 2 quarters. The position peaked at $4.95K in Q2 2023. 272 funds tracked by Wall St. Rank hold KFY as of Q4 2023.

GoalVest Advisory reported no remaining Korn Ferry position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 103 Korn Ferry shares in Q4 2023, an estimated $4.89K.
GoalVest Advisory first reported a position in Korn Ferry in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Korn Ferry position peaked at $4.95K in Q2 2023.
272 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.