Berman Capital Advisors’s KLA KLAC Stock Holding History

Berman Capital 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
2021 Q3	$192K	Buy	5,750 +510	+10%	+$17K	0.03%	273
2021 Q2	$169K	Buy	5,240 +1,520	+41%	+$48.7K	0.03%	265
2021 Q1	$122K	Buy	3,720 +980	+36%	+$29.5K	0.03%	262
2020 Q4	$71K	Buy	2,740 +120	+5%	+$2.8K	0.02%	324
2020 Q3	$49K	Buy	2,620 +320	+14%	+$6.32K	0.01%	347
2020 Q2	$44K	Buy	2,300 +460	+25%	+$7.86K	0.01%	352
2020 Q1	$25K	Buy	1,840 +920	+100%	+$14.8K	0.01%	442
2019 Q4	$16K	Hold	920	–	–	﹤0.01%	595
2019 Q3	$14K	Hold	920	–	–	﹤0.01%	619
2019 Q2	$10K	Buy	920 +710	+338%	+$8.21K	﹤0.01%	724
2019 Q1	$2K	Hold	210	–	–	﹤0.01%	1100
2018 Q4	$1K	Buy	+210	New	+$1.96K	﹤0.01%	1019

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Berman Capital Advisors's KLAC Position: Q3 2021 in Review

Berman Capital Advisors increased its KLA (KLAC) stake by 9.7% in Q3 2021, buying an estimated $17K and bringing the position to 5,750 shares worth $192K. The position accounts for 0.03% of the portfolio, ranked #273.

Berman Capital Advisors first reported a position in KLAC in Q4 2018 and has held it in 12 quarters since. 976 funds tracked by Wall St. Rank hold KLAC as of Q3 2021.

Berman Capital Advisors held 5,750 shares of KLA worth $192K as of Q3 2021.
Berman Capital Advisors bought 510 KLA shares in Q3 2021, an estimated $17K.
KLA made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #273 holding.
Berman Capital Advisors first reported a position in KLA in Q4 2018 and has held it in 12 quarters since.
976 funds tracked by Wall St. Rank held KLA as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.