Lido Advisors
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Lido Advisors’s Korn Ferry KFY Stock Holding History

Lido Advisors’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
Q3 		– Sell
-4,321
Closed -$290K – 1516
2024
Q2 		$290K Sell
4,321
-336
-7% -$21.6K ﹤0.01% 1142
2024
Q1 		$308K Buy
4,657
+337
+8% +$20.3K ﹤0.01% 1089
2023
Q4 		$256K Buy
+4,320
New +$221K ﹤0.01% 1108
2022
Q1 		– Sell
-4,974
Closed -$376K – 1051
2021
Q4 		$376K Buy
4,974
+1,755
+55% +$135K ﹤0.01% 714
2021
Q3 		$232K Buy
+3,219
New +$224K ﹤0.01% 848

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lido Advisors's KFY Position: Q3 2024 in Review

Lido Advisors sold out of Korn Ferry (KFY) in Q3 2024, closing a stake of 4,321 shares — an estimated $290K sold.

Lido Advisors first reported a position in KFY in Q3 2021 and held it in 5 quarters. The position peaked at $376K in Q4 2021. 321 funds tracked by Wall St. Rank hold KFY as of Q3 2024.

  • Lido Advisors reported no remaining Korn Ferry position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 4,321 Korn Ferry shares in Q3 2024, an estimated $290K.
  • Lido Advisors first reported a position in Korn Ferry in Q3 2021 and held it in 5 quarters.
  • Lido Advisors's Korn Ferry position peaked at $376K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.