Almanack Investment Partners’s KLA KLAC Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-9,950	Closed	-$770K	–	189
2024 Q3	$770K	Buy	9,950 +160	+2%	+$12.6K	0.12%	90
2024 Q2	$807K	Hold	9,790	–	–	0.14%	89
2024 Q1	$684K	Buy	9,790 +190	+2%	+$12.2K	0.12%	92
2023 Q4	$558K	Hold	9,600	–	–	0.1%	88
2023 Q3	$440K	Hold	9,600	–	–	0.09%	91
2023 Q2	$466K	Sell	9,600 -14,400	-60%	-$602K	0.08%	96
2023 Q1	$958K	Hold	24,000	–	–	0.19%	63
2022 Q4	$905K	Sell	24,000 -24,400	-50%	-$850K	0.19%	58
2022 Q3	$1.47M	Buy	48,400 +24,020	+99%	+$832K	0.29%	44
2022 Q2	$778K	Buy	+24,380	New	+$820K	0.08%	163
2021 Q2	–	Sell	-15,360	Closed	-$508K	–	466
2021 Q1	$508K	Buy	15,360 +4,090	+36%	+$123K	0.05%	229
2020 Q4	$292K	Buy	+11,270	New	+$263K	0.03%	289

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Almanack Investment Partners's KLAC Position: Q4 2024 in Review

Almanack Investment Partners sold out of KLA (KLAC) in Q4 2024, closing a stake of 9,950 shares — an estimated $770K sold.

Almanack Investment Partners first reported a position in KLAC in Q4 2020 and held it in 12 quarters. The position peaked at $1.47M in Q3 2022. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Almanack Investment Partners reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
Almanack Investment Partners sold 9,950 KLA shares in Q4 2024, an estimated $770K.
Almanack Investment Partners first reported a position in KLA in Q4 2020 and held it in 12 quarters.
Almanack Investment Partners's KLA position peaked at $1.47M in Q3 2022.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Almanack Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.