Family Management’s KLA KLAC Stock Holding History

Family 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	-29,920	Closed	-$2.32M	–	212
2024 Q3	$2.32M	Buy	+29,920	New	+$2.35M	0.38%	62

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

Family Management's KLAC Position: Q4 2024 in Review

Family Management sold out of KLA (KLAC) in Q4 2024, closing a stake of 29,920 shares — an estimated $2.32M sold.

Family Management first reported a position in KLAC in Q3 2024 and held it in 1 quarter. The position peaked at $2.32M in Q3 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Family Management reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
Family Management sold 29,920 KLA shares in Q4 2024, an estimated $2.32M.
Family Management first reported a position in KLA in Q3 2024 and held it in 1 quarter.
Family Management's KLA position peaked at $2.32M in Q3 2024.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Family Management's 13F filing for Q4 2024, filed 14 Feb 2025.