Geller Advisors’s KLA KLAC Stock Holding History

Geller Advisors’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	$217K	Buy	3,440 +30	+0.9%	+$2.03K	0.01%	247
2024 Q3	$264K	Sell	3,410 -2,920	-46%	-$229K	0.02%	223
2024 Q2	$522K	Buy	6,330 +90	+1%	+$6.65K	0.04%	135
2024 Q1	$436K	Sell	6,240 -2,090	-25%	-$134K	0.04%	166
2023 Q4	$484K	Sell	8,330 -120	-1%	-$6.25K	0.05%	131
2023 Q3	$388K	Sell	8,450 -10	-0.1%	-$480	0.05%	154
2023 Q2	$410K	Buy	8,460 +3,400	+67%	+$142K	0.05%	151
2023 Q1	$202K	Buy	+5,060	New	+$199K	0.03%	176

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

Geller Advisors's KLAC Position: Q4 2024 in Review

Geller Advisors increased its KLA (KLAC) stake by 0.88% in Q4 2024, buying an estimated $2.03K and bringing the position to 3,440 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #247.

Geller Advisors first reported a position in KLAC in Q1 2023 and has held it in 8 quarters since. The position peaked at $522K in Q2 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Geller Advisors held 3,440 shares of KLA worth $217K as of Q4 2024.
Geller Advisors bought 30 KLA shares in Q4 2024, an estimated $2.03K.
KLA made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #247 holding.
Geller Advisors first reported a position in KLA in Q1 2023 and has held it in 8 quarters since.
Geller Advisors's KLA position peaked at $522K in Q2 2024.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

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