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Evermay Wealth Management’s KLA KLAC Stock Holding History

Evermay Wealth 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
Q1 		– Sell
-10
Closed -$582 – 684
2023
Q4 		$582 Buy
+10
New +$520 ﹤0.01% 558
2022
Q1 		– Sell
-1,000
Closed -$43K – 557
2021
Q4 		$43K Buy
+1,000
New +$38.6K 0.01% 295

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evermay Wealth Management's KLAC Position: Q1 2024 in Review

Evermay Wealth Management sold out of KLA (KLAC) in Q1 2024, closing a stake of 10 shares — an estimated $582 sold.

Evermay Wealth Management first reported a position in KLAC in Q4 2021 and held it in 2 quarters. The position peaked at $43K in Q4 2021. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

  • Evermay Wealth Management reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 10 KLA shares in Q1 2024, an estimated $582.
  • Evermay Wealth Management first reported a position in KLA in Q4 2021 and held it in 2 quarters.
  • Evermay Wealth Management's KLA position peaked at $43K in Q4 2021.
  • 1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.