DI
KLAC icon

Disciplined Investments’s KLA KLAC Stock Holding History

Disciplined Investments’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
-120
Closed -$5.82K – 861
2023
Q2 		$5.82K Sell
120
-10
-8% -$418 ﹤0.01% 391
2023
Q1 		$5.19K Hold
130
– – ﹤0.01% 435
2022
Q4 		$4.9K Sell
130
-20
-13% -$697 ﹤0.01% 402
2022
Q3 		$5K Buy
150
+50
+50% +$1.73K ﹤0.01% 435
2022
Q2 		$3K Sell
100
-20
-17% -$672 ﹤0.01% 555
2022
Q1 		$4K Buy
+120
New +$4.49K ﹤0.01% 503

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Disciplined Investments's KLAC Position: Q3 2023 in Review

Disciplined Investments sold out of KLA (KLAC) in Q3 2023, closing a stake of 120 shares — an estimated $5.82K sold.

Disciplined Investments first reported a position in KLAC in Q1 2022 and held it in 6 quarters. The position peaked at $5.82K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Disciplined Investments reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 120 KLA shares in Q3 2023, an estimated $5.82K.
  • Disciplined Investments first reported a position in KLA in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's KLA position peaked at $5.82K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.