Householder Group Estate & Retirement Specialist’s KLA KLAC Stock Holding History

Householder Group Estate & Retirement Specialist’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	$18K	Sell	300 -1,480	-83%	-$100K	0.01%	302
2024 Q3	$138K	Hold	1,780	–	–	0.04%	306
2024 Q2	$147K	Sell	1,780 -70	-4%	-$5.17K	0.04%	284
2024 Q1	$130K	Sell	1,850 -140	-7%	-$8.99K	0.04%	312
2023 Q4	$115K	Sell	1,990 -10	-0.5%	-$520	0.04%	306
2023 Q3	$91.9K	Buy	+2,000	New	+$95.9K	0.03%	330
2023 Q1	$90K	Buy	+2,260	New	+$89.1K	0.03%	330
2022 Q4	–	Sell	-2,560	Closed	-$77K	–	755
2022 Q3	$77K	Buy	+2,560	New	+$88.7K	0.03%	312

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 $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KLAC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its KLA (KLAC) stake by 83% in Q4 2024, selling an estimated $100K and leaving 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #302.

Householder Group Estate & Retirement Specialist first reported a position in KLAC in Q3 2022 and has held it in 8 quarters since. The position peaked at $147K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 300 shares of KLA worth $18K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,480 KLA shares in Q4 2024, an estimated $100K.
KLA made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #302 holding.
Householder Group Estate & Retirement Specialist first reported a position in KLA in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's KLA position peaked at $147K in Q2 2024.
1,550 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.