WI
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Wintrust Investments’s Korn Ferry KFY Stock Holding History

Wintrust Investments’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
Q4 		$183K Sell
2,715
-3,643
-57% -$265K 0.16% 104
2024
Q3 		$478K Sell
6,358
-66,717
-91% -$4.68M 0.35% 49
2024
Q2 		$4.91M Sell
73,075
-10,945
-13% -$703K 0.4% 46
2024
Q1 		$5.53M Sell
84,020
-27,335
-25% -$1.65M 0.49% 42
2023
Q4 		$6.61M Sell
111,355
-36,525
-25% -$1.87M 0.64% 30
2023
Q3 		$7.01M Sell
147,880
-21,550
-13% -$1.09M 0.73% 26
2023
Q2 		$8.39M Buy
169,430
+715
+0.4% +$35.2K 0.84% 23
2023
Q1 		$8.73M Buy
168,715
+16,575
+11% +$895K 1.11% 21
2022
Q4 		$7.7M Buy
152,140
+54,960
+57% +$2.92M 1.01% 18
2022
Q3 		$4.56M Buy
97,180
+28,525
+42% +$1.69M 0.57% 34
2022
Q2 		$3.98M Buy
68,655
+29,065
+73% +$1.77M 0.48% 41
2022
Q1 		$2.57M Buy
39,590
+18,290
+86% +$1.23M 0.25% 69
2021
Q4 		$1.61M Buy
21,300
+2,350
+12% +$181K 0.15% 121
2021
Q3 		$1.37M Buy
18,950
+1,900
+11% +$132K 0.19% 96
2021
Q2 		$1.24M Sell
17,050
-1,150
-6% -$76.5K 0.13% 136
2021
Q1 		$1.14M Buy
+18,200
New +$1.01M 0.12% 156
2018
Q4 		– Sell
-7,099
Closed -$350K – 350
2018
Q3 		$350K Sell
7,099
-1,300
-15% -$80.1K 0.06% 267
2018
Q2 		$520K Sell
8,399
-656
-7% -$36.9K 0.09% 204
2018
Q1 		$467K Sell
9,055
-600
-6% -$26.7K 0.12% 147
2017
Q4 		$400K Sell
9,655
-1,950
-17% -$80.9K 0.09% 190
2017
Q3 		$458K Sell
11,605
-8,420
-42% -$290K 0.12% 173
2017
Q2 		$691K Sell
20,025
-2,300
-10% -$74.7K 0.18% 123
2017
Q1 		$703K Sell
22,325
-2,150
-9% -$64.5K 0.2% 121
2016
Q4 		$720K Sell
24,475
-3,365
-12% -$82K 0.3% 62
2016
Q3 		$585K Buy
27,840
+10,695
+62% +$244K 0.27% 75
2016
Q2 		$55K Buy
+17,145
New +$469K 0.11% 82

Other funds holding KFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wintrust Investments's KFY Position: Q4 2024 in Review

Wintrust Investments reduced its Korn Ferry (KFY) stake by 57% in Q4 2024, selling an estimated $265K and leaving 2,715 shares worth $183K. The position accounts for 0.16% of the portfolio, ranked #104.

Wintrust Investments first reported a position in KFY in Q2 2016 and has held it in 26 quarters since. The position peaked at $8.73M in Q1 2023. 316 funds tracked by Wall St. Rank hold KFY as of Q4 2024.

  • Wintrust Investments held 2,715 shares of Korn Ferry worth $183K as of Q4 2024.
  • Wintrust Investments sold 3,643 Korn Ferry shares in Q4 2024, an estimated $265K.
  • Korn Ferry made up 0.16% of Wintrust Investments's portfolio in Q4 2024, its #104 holding.
  • Wintrust Investments first reported a position in Korn Ferry in Q2 2016 and has held it in 26 quarters since.
  • Wintrust Investments's Korn Ferry position peaked at $8.73M in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.