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Ewing Morris & Co Investment Partners’s KLA KLAC Stock Holding History

Ewing Morris & Co Investment Partners’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
2022
Q4 		– Sell
-78,000
Closed -$2.36M – 14
2022
Q3 		$2.36M Hold
78,000
– – 3.09% 9
2022
Q2 		$3.2M Hold
78,000
– – 2.17% 10
2022
Q1 		$3.57M Buy
78,000
+10,000
+15% +$374K 2.23% 11
2021
Q4 		$3.7M Buy
+68,000
New +$2.62M 2.53% 9

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ewing Morris & Co Investment Partners's KLAC Position: Q4 2022 in Review

Ewing Morris & Co Investment Partners sold out of KLA (KLAC) in Q4 2022, closing a stake of 78,000 shares — an estimated $2.36M sold.

Ewing Morris & Co Investment Partners first reported a position in KLAC in Q4 2021 and held it in 4 quarters. The position peaked at $3.7M in Q4 2021. 1,130 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

  • Ewing Morris & Co Investment Partners reported no remaining KLA position as of Q4 2022 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 78,000 KLA shares in Q4 2022, an estimated $2.36M.
  • Ewing Morris & Co Investment Partners first reported a position in KLA in Q4 2021 and held it in 4 quarters.
  • Ewing Morris & Co Investment Partners's KLA position peaked at $3.7M in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.