EFG Asset Management’s KLA KLAC Stock Holding History

EFG Asset Management’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	-19,770	Closed	-$1.53M	–	189
2024 Q3	$1.53M	Sell	19,770 -4,630	-19%	-$363K	0.26%	164
2024 Q2	$2.01M	Sell	24,400 -4,480	-16%	-$331K	0.35%	114
2024 Q1	$2.02M	Sell	28,880 -36,570	-56%	-$2.35M	0.35%	121
2023 Q4	$3.81M	Sell	65,450 -18,010	-22%	-$937K	0.72%	44
2023 Q3	$3.83M	Sell	83,460 -900	-1%	-$43.2K	0.91%	34
2023 Q2	$4.09M	Sell	84,360 -43,520	-34%	-$1.82M	0.88%	42
2023 Q1	$5.1M	Sell	127,880 -45,660	-26%	-$1.8M	1.13%	23
2022 Q4	$6.59M	Sell	173,540 -28,110	-14%	-$980K	1.48%	11
2022 Q3	$6.11M	Sell	201,650 -16,940	-8%	-$587K	1.41%	11
2022 Q2	$6.98M	Sell	218,590 -35,890	-14%	-$1.21M	1.47%	12
2022 Q1	$9.31M	Sell	254,480 -66,870	-21%	-$2.5M	1.4%	15
2021 Q4	$13.8M	Buy	+321,350	New	+$12.4M	1.8%	5

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EFG Asset Management's KLAC Position: Q4 2024 in Review

EFG Asset Management sold out of KLA (KLAC) in Q4 2024, closing a stake of 19,770 shares — an estimated $1.53M sold.

EFG Asset Management first reported a position in KLAC in Q4 2021 and held it in 12 quarters. The position peaked at $13.8M in Q4 2021. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

EFG Asset Management reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
EFG Asset Management sold 19,770 KLA shares in Q4 2024, an estimated $1.53M.
EFG Asset Management first reported a position in KLA in Q4 2021 and held it in 12 quarters.
EFG Asset Management's KLA position peaked at $13.8M in Q4 2021.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on EFG Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.