Bollard Group’s KLA KLAC Stock Holding History

Bollard Group’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 Q3	–	Sell	-200	Closed	-$10K	–	540
2023 Q2	$10K	Buy	+200	New	+$8.36K	﹤0.01%	302

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bollard Group's KLAC Position: Q3 2023 in Review

Bollard Group sold out of KLA (KLAC) in Q3 2023, closing a stake of 200 shares — an estimated $10K sold.

Bollard Group first reported a position in KLAC in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Bollard Group reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 200 KLA shares in Q3 2023, an estimated $10K.
Bollard Group first reported a position in KLA in Q2 2023 and held it in 1 quarter.
Bollard Group's KLA position peaked at $10K in Q2 2023.
1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.