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Bison Wealth’s KLA KLAC Stock Holding History

Bison Wealth’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
-21,410
Closed -$1.66M – 379
2024
Q3 		$1.66M Sell
21,410
-1,900
-8% -$149K 0.26% 89
2024
Q2 		$1.63M Hold
23,310
– – 0.26% 91
2024
Q1 		$1.63M Sell
23,310
-3,580
-13% -$230K 0.26% 91
2023
Q4 		$1.56M Buy
26,890
+1,490
+6% +$77.6K 0.28% 91
2023
Q3 		$1.16M Sell
25,400
-3,000
-11% -$144K 0.23% 110
2023
Q2 		$1.38M Buy
28,400
+1,660
+6% +$69.4K 0.26% 102
2023
Q1 		$1.03M Sell
26,740
-520
-2% -$20.5K 0.32% 92
2022
Q4 		$1.06M Buy
27,260
+1,350
+5% +$47K 0.34% 94
2022
Q3 		$784K Buy
+25,910
New +$897K 0.31% 105

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's KLAC Position: Q4 2024 in Review

Bison Wealth sold out of KLA (KLAC) in Q4 2024, closing a stake of 21,410 shares — an estimated $1.66M sold.

Bison Wealth first reported a position in KLAC in Q3 2022 and held it in 9 quarters. The position peaked at $1.66M in Q3 2024. 1,550 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Bison Wealth reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 21,410 KLA shares in Q4 2024, an estimated $1.66M.
  • Bison Wealth first reported a position in KLA in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's KLA position peaked at $1.66M in Q3 2024.
  • 1,550 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.