Kaizen Advisory’s KLA KLAC Stock Holding History

Kaizen Advisory’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
2018 Q4	$39K	Buy	4,390 +550	+14%	+$5.12K	0.03%	374
2018 Q3	$39K	Hold	3,840	–	–	0.02%	389
2018 Q2	$39K	Buy	3,840 +2,320	+153%	+$25.2K	0.02%	385
2018 Q1	$17K	Hold	1,520	–	–	0.02%	364
2017 Q4	$16K	Buy	+1,520	New	+$16K	0.01%	363

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's KLAC Position: Q4 2018 in Review

Kaizen Advisory increased its KLA (KLAC) stake by 14% in Q4 2018, buying an estimated $5.12K and bringing the position to 4,390 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #374.

Kaizen Advisory first reported a position in KLAC in Q4 2017 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold KLAC as of Q4 2018.

Kaizen Advisory held 4,390 shares of KLA worth $39K as of Q4 2018.
Kaizen Advisory bought 550 KLA shares in Q4 2018, an estimated $5.12K.
KLA made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #374 holding.
Kaizen Advisory first reported a position in KLA in Q4 2017 and has held it in 5 quarters since.
638 funds tracked by Wall St. Rank held KLA as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.