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Bartlett & Co’s KLA KLAC Stock Holding History

Bartlett & Co’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 		$29K Buy
+500
New +$26K ﹤0.01% 802
2022
Q3 		– Sell
-220
Closed -$7K – 1217
2022
Q2 		$7K Sell
220
-420
-66% -$14.1K ﹤0.01% 948
2022
Q1 		$23K Buy
+640
New +$23.9K ﹤0.01% 715
2021
Q4 		– Sell
-130
Closed -$4K – 656
2021
Q3 		$4K Hold
130
– – ﹤0.01% 794
2021
Q2 		$4K Hold
130
– – ﹤0.01% 784
2021
Q1 		$4K Hold
130
– – ﹤0.01% 811
2020
Q4 		$3K Buy
+130
New +$3.03K ﹤0.01% 855

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bartlett & Co's KLAC Position: Q4 2023 in Review

Bartlett & Co opened a new position in KLA (KLAC) in Q4 2023: 500 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in KLAC as recently as Q2 2022.

Bartlett & Co first reported a position in KLAC in Q4 2020 and has held it in 7 quarters since. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Bartlett & Co held 500 shares of KLA worth $29K as of Q4 2023.
  • KLA was a new Bartlett & Co position in Q4 2023.
  • KLA made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #802 holding.
  • Bartlett & Co first reported a position in KLA in Q4 2020 and has held it in 7 quarters since.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.