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Lee Financial’s Korn Ferry KFY Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-65
Closed -$3.88K – 515
2023
Q4 		$3.88K Hold
65
– – ﹤0.01% 596
2023
Q3 		$3.1K Hold
65
– – ﹤0.01% 591
2023
Q2 		$3.22K Hold
65
– – ﹤0.01% 572
2023
Q1 		$3.37K Hold
65
– – ﹤0.01% 581
2022
Q4 		$3.29K Buy
+65
New +$3.46K ﹤0.01% 606

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lee Financial's KFY Position: Q1 2024 in Review

Lee Financial sold out of Korn Ferry (KFY) in Q1 2024, closing a stake of 65 shares — an estimated $3.88K sold.

Lee Financial first reported a position in KFY in Q4 2022 and held it in 5 quarters. The position peaked at $3.88K in Q4 2023. 300 funds tracked by Wall St. Rank hold KFY as of Q1 2024.

  • Lee Financial reported no remaining Korn Ferry position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 65 Korn Ferry shares in Q1 2024, an estimated $3.88K.
  • Lee Financial first reported a position in Korn Ferry in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Korn Ferry position peaked at $3.88K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.