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Alera Investment Advisors’s KLA KLAC Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$359K Sell
4,640
-90
-2% -$7.06K 0.04% 183
2024
Q2 		$390K Buy
4,730
+1,520
+47% +$112K 0.05% 164
2024
Q1 		$224K Buy
+3,210
New +$206K 0.03% 157
2019
Q2 		– Sell
-230
Closed -$3K – 560
2019
Q1 		$3K Hold
230
– – ﹤0.01% 741
2018
Q4 		$2K Buy
+230
New +$2.14K ﹤0.01% 766

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's KLAC Position: Q3 2024 in Review

Alera Investment Advisors reduced its KLA (KLAC) stake by 1.9% in Q3 2024, selling an estimated $7.06K and leaving 4,640 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #183.

Alera Investment Advisors first reported a position in KLAC in Q4 2018 and has held it in 5 quarters since. The position peaked at $390K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • Alera Investment Advisors held 4,640 shares of KLA worth $359K as of Q3 2024.
  • Alera Investment Advisors sold 90 KLA shares in Q3 2024, an estimated $7.06K.
  • KLA made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #183 holding.
  • Alera Investment Advisors first reported a position in KLA in Q4 2018 and has held it in 5 quarters since.
  • Alera Investment Advisors's KLA position peaked at $390K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held KLA as of Q3 2024.

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