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Advisor Group’s KLA KLAC Stock Holding History

Advisor Group’s Portfolio KLAC Stock Details KLAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.67M Buy
150,130
+62,270
+71% +$1.04M 0.02% 680
2019
Q3 		$1.4M Buy
87,860
+11,640
+15% +$163K 0.01% 954
2019
Q2 		$901K Buy
76,220
+20,970
+38% +$243K 0.01% 1183
2019
Q1 		$661K Buy
55,250
+16,940
+44% +$182K 0.01% 1399
2018
Q4 		$341K Buy
38,310
+15,160
+65% +$141K ﹤0.01% 1676
2018
Q3 		$235K Buy
23,150
+7,120
+44% +$77.8K ﹤0.01% 2038
2018
Q2 		$164K Sell
16,030
-1,770
-10% -$19.2K ﹤0.01% 2129
2018
Q1 		$194K Sell
17,800
-1,610
-8% -$17.9K ﹤0.01% 2002
2017
Q4 		$203K Buy
19,410
+9,510
+96% +$100K ﹤0.01% 1994
2017
Q3 		$105K Sell
9,900
-26,760
-73% -$255K ﹤0.01% 2358
2017
Q2 		$335K Sell
36,660
-7,750
-17% -$77.4K 0.01% 1401
2017
Q1 		$422K Buy
44,410
+15,810
+55% +$139K 0.01% 1163
2016
Q4 		$225K Buy
28,600
+15,990
+127% +$122K 0.01% 1469
2016
Q3 		$88K Buy
12,610
+750
+6% +$5.4K ﹤0.01% 2093
2016
Q2 		$84K Buy
+11,860
New +$85K ﹤0.01% 2049

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's KLAC Position: Q4 2019 in Review

Advisor Group increased its KLA (KLAC) stake by 71% in Q4 2019, buying an estimated $1.04M and bringing the position to 150,130 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #680.

Advisor Group first reported a position in KLAC in Q2 2016 and has held it in 15 quarters since. 760 funds tracked by Wall St. Rank hold KLAC as of Q4 2019.

  • Advisor Group held 150,130 shares of KLA worth $2.67M as of Q4 2019.
  • Advisor Group bought 62,270 KLA shares in Q4 2019, an estimated $1.04M.
  • KLA made up 0.02% of Advisor Group's portfolio in Q4 2019, its #680 holding.
  • Advisor Group first reported a position in KLA in Q2 2016 and has held it in 15 quarters since.
  • 760 funds tracked by Wall St. Rank held KLA as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.