Institutional & Family Asset Management’s KLA KLAC Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-10	Closed	-$485	–	739
2023 Q2	$485	Buy	+10	New	+$418	﹤0.01%	686
2020 Q2	–	Sell	-120	Closed	-$2K	–	877
2020 Q1	$2K	Buy	+120	New	+$1.93K	﹤0.01%	657
2019 Q3	–	Sell	-4,690	Closed	-$55K	–	859
2019 Q2	$55K	Buy	4,690 +560	+14%	+$6.48K	0.01%	303
2019 Q1	$49K	Sell	4,130 -5,920	-59%	-$63.7K	0.01%	327
2018 Q4	$90K	Sell	10,050 -1,090	-10%	-$10.2K	0.02%	236
2018 Q3	$113K	Sell	11,140 -2,280	-17%	-$24.9K	0.02%	246
2018 Q2	$138K	Buy	13,420 +3,580	+36%	+$38.9K	0.03%	222
2018 Q1	$107K	Buy	+9,840	New	+$109K	0.02%	230

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's KLAC Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of KLA (KLAC) in Q3 2023, closing a stake of 10 shares — an estimated $485 sold.

Institutional & Family Asset Management first reported a position in KLAC in Q1 2018 and held it in 8 quarters. The position peaked at $138K in Q2 2018. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Institutional & Family Asset Management reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 10 KLA shares in Q3 2023, an estimated $485.
Institutional & Family Asset Management first reported a position in KLA in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's KLA position peaked at $138K in Q2 2018.
1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.