Gideon Capital Advisors’s KLA KLAC Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-15,990	Closed	-$285K	–	108
2019 Q4	$285K	Buy	+15,990	New	+$268K	0.1%	223
2019 Q1	–	Sell	-58,050	Closed	-$519K	–	452
2018 Q4	$519K	Sell	58,050 -103,280	-64%	-$962K	0.21%	147
2018 Q3	$1.64M	Buy	+161,330	New	+$1.76M	0.77%	16
2018 Q1	–	Sell	-31,980	Closed	-$336K	–	408
2017 Q4	$336K	Buy	+31,980	New	+$337K	0.3%	124
2017 Q3	–	Sell	-33,790	Closed	-$309K	–	322
2017 Q2	$309K	Buy	+33,790	New	+$337K	0.34%	122
2016 Q2	–	Sell	-28,380	Closed	-$207K	–	227
2016 Q1	$207K	Buy	+28,380	New	+$191K	0.26%	127
2015 Q2	–	Sell	-35,100	Closed	-$205K	–	279
2015 Q1	$205K	Buy	+35,100	New	+$225K	0.08%	208
2014 Q4	–	Sell	-109,750	Closed	-$865K	–	251
2014 Q3	$865K	Buy	+109,750	New	+$828K	0.33%	103
2014 Q1	–	Sell	-39,760	Closed	-$256K	–	248
2013 Q4	$256K	Buy	+39,760	New	+$251K	0.15%	159

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Gideon Capital Advisors's KLAC Position: Q1 2020 in Review

Gideon Capital Advisors sold out of KLA (KLAC) in Q1 2020, closing a stake of 15,990 shares — an estimated $285K sold.

Gideon Capital Advisors first reported a position in KLAC in Q4 2013 and held it in 9 quarters. The position peaked at $1.64M in Q3 2018. 703 funds tracked by Wall St. Rank hold KLAC as of Q1 2020.

Gideon Capital Advisors reported no remaining KLA position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 15,990 KLA shares in Q1 2020, an estimated $285K.
Gideon Capital Advisors first reported a position in KLA in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's KLA position peaked at $1.64M in Q3 2018.
703 funds tracked by Wall St. Rank held KLA as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.