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Ergoteles’s KLA KLAC Stock Holding History

Ergoteles’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
-14,610
Closed -$709K – 471
2023
Q2 		$709K Sell
14,610
-236,330
-94% -$9.87M 0.03% 559
2023
Q1 		$10M Buy
+250,940
New +$9.89M 0.39% 49
2022
Q4 		– Sell
-378,560
Closed -$11.5M – 1679
2022
Q3 		$11.5M Buy
+378,560
New +$13.1M 0.4% 36
2022
Q1 		– Sell
-784,830
Closed -$33.8M – 1435
2021
Q4 		$33.8M Buy
+784,830
New +$30.3M 1.31% 10
2021
Q3 		– Sell
-470,760
Closed -$15.3M – 1460
2021
Q2 		$15.3M Sell
470,760
-739,240
-61% -$23.7M 0.35% 59
2021
Q1 		$40M Buy
1,210,000
+1,182,910
+4,367% +$35.6M 1.24% 11
2020
Q4 		$701K Buy
+27,090
New +$631K 0.02% 397

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

Ergoteles's KLAC Position: Q3 2023 in Review

Ergoteles sold out of KLA (KLAC) in Q3 2023, closing a stake of 14,610 shares — an estimated $709K sold.

Ergoteles first reported a position in KLAC in Q4 2020 and held it in 7 quarters. The position peaked at $40M in Q1 2021. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Ergoteles reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 14,610 KLA shares in Q3 2023, an estimated $709K.
  • Ergoteles first reported a position in KLA in Q4 2020 and held it in 7 quarters.
  • Ergoteles's KLA position peaked at $40M in Q1 2021.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

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