Jupiter Investment Management’s KLA KLAC Stock Holding History

Jupiter Investment 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
2020 Q1	–	Sell	-20,290	Closed	-$361K	–	434
2019 Q4	$361K	Buy	+20,290	New	+$340K	0.01%	378
2018 Q4	–	Sell	-4,007,820	Closed	-$40.8M	–	404
2018 Q3	$40.8M	Sell	4,007,820 -8,567,380	-68%	-$93.7M	0.28%	100
2018 Q2	$129M	Buy	12,575,200 +7,314,200	+139%	+$79.5M	0.92%	37
2018 Q1	$57.4M	Buy	5,261,000 +2,563,890	+95%	+$28.5M	0.46%	70
2017 Q4	$28.3M	Buy	2,697,110 +248,550	+10%	+$2.62M	0.26%	94
2017 Q3	$26M	Sell	2,448,560 -1,711,000	-41%	-$16.3M	0.27%	99
2017 Q2	$38.1M	Sell	4,159,560 -3,453,570	-45%	-$34.5M	0.46%	68
2017 Q1	$72.4M	Buy	7,613,130 +2,232,240	+41%	+$19.7M	1.02%	35
2016 Q4	$42.3M	Buy	+5,380,890	New	+$41.1M	0.73%	45

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

Jupiter Investment Management's KLAC Position: Q1 2020 in Review

Jupiter Investment Management sold out of KLA (KLAC) in Q1 2020, closing a stake of 20,290 shares — an estimated $361K sold.

Jupiter Investment Management first reported a position in KLAC in Q4 2016 and held it in 9 quarters. The position peaked at $129M in Q2 2018. 702 funds tracked by Wall St. Rank hold KLAC as of Q1 2020.

Jupiter Investment Management reported no remaining KLA position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 20,290 KLA shares in Q1 2020, an estimated $361K.
Jupiter Investment Management first reported a position in KLA in Q4 2016 and held it in 9 quarters.
Jupiter Investment Management's KLA position peaked at $129M in Q2 2018.
702 funds tracked by Wall St. Rank held KLA as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.