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Avalon Investment & Advisory’s KLA KLAC Stock Holding History

Avalon Investment & Advisory’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
2018
Q4 		– Sell
-950,850
Closed -$9.67M – 326
2018
Q3 		$9.67M Buy
+950,850
New +$10.4M 0.27% 133

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Investment & Advisory's KLAC Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of KLA (KLAC) in Q4 2018, closing a stake of 950,850 shares — an estimated $9.67M sold.

Avalon Investment & Advisory first reported a position in KLAC in Q3 2018 and held it in 1 quarter. The position peaked at $9.67M in Q3 2018. 638 funds tracked by Wall St. Rank hold KLAC as of Q4 2018.

  • Avalon Investment & Advisory reported no remaining KLA position as of Q4 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 950,850 KLA shares in Q4 2018, an estimated $9.67M.
  • Avalon Investment & Advisory first reported a position in KLA in Q3 2018 and held it in 1 quarter.
  • Avalon Investment & Advisory's KLA position peaked at $9.67M in Q3 2018.
  • 638 funds tracked by Wall St. Rank held KLA as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.