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Sageworth Trust’s Korn Ferry KFY Stock Holding History

Sageworth 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
2023
Q2 		– Sell
-78
Closed -$4.04K – 263
2023
Q1 		$4.04K Hold
78
– – ﹤0.01% 399
2022
Q4 		$4K Hold
78
– – ﹤0.01% 276
2022
Q3 		$4K Hold
78
– – ﹤0.01% 262
2022
Q2 		$5K Hold
78
– – ﹤0.01% 269
2022
Q1 		$5K Hold
78
– – ﹤0.01% 245
2021
Q4 		$6K Sell
78
-262
-77% -$20.1K ﹤0.01% 356
2021
Q3 		$25K Hold
340
– – ﹤0.01% 314
2021
Q2 		$25K Buy
+340
New +$22.6K ﹤0.01% 342

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

Sageworth Trust's KFY Position: Q2 2023 in Review

Sageworth Trust sold out of Korn Ferry (KFY) in Q2 2023, closing a stake of 78 shares — an estimated $4.04K sold.

Sageworth Trust first reported a position in KFY in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q3 2021. 278 funds tracked by Wall St. Rank hold KFY as of Q2 2023.

  • Sageworth Trust reported no remaining Korn Ferry position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 78 Korn Ferry shares in Q2 2023, an estimated $4.04K.
  • Sageworth Trust first reported a position in Korn Ferry in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Korn Ferry position peaked at $25K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.