Advisory Research’s KLA KLAC Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-8,660	Closed	-$397K	–	403
2023 Q3	$397K	Sell	8,660 -130	-1%	-$6.24K	0.06%	313
2023 Q2	$426K	Buy	+8,790	New	+$367K	0.05%	312
2021 Q3	–	Sell	-252,500	Closed	-$8.19M	–	384
2021 Q2	$8.19M	Sell	252,500 -260	-0.1%	-$8.33K	0.54%	62
2021 Q1	$8.35M	Sell	252,760 -3,430	-1%	-$103K	0.59%	64
2020 Q4	$6.63M	Buy	256,190 +202,400	+376%	+$4.72M	0.49%	72
2020 Q3	$1.04M	Sell	53,790 -8,300	-13%	-$164K	0.1%	172
2020 Q2	$1.21M	Buy	+62,090	New	+$1.06M	0.11%	152
2019 Q3	–	Sell	-54,710	Closed	-$647K	–	335
2019 Q2	$647K	Buy	+54,710	New	+$633K	0.01%	286
2014 Q2	–	Sell	-10,630	Closed	-$73K	–	507
2014 Q1	$73K	Buy	+10,630	New	+$68.8K	﹤0.01%	387

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's KLAC Position: Q4 2023 in Review

Advisory Research sold out of KLA (KLAC) in Q4 2023, closing a stake of 8,660 shares — an estimated $397K sold.

Advisory Research first reported a position in KLAC in Q1 2014 and held it in 9 quarters. The position peaked at $8.35M in Q1 2021. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

Advisory Research reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 8,660 KLA shares in Q4 2023, an estimated $397K.
Advisory Research first reported a position in KLA in Q1 2014 and held it in 9 quarters.
Advisory Research's KLA position peaked at $8.35M in Q1 2021.
1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.