Kaizen Financial Strategies’s KLA KLAC Stock Holding History

Kaizen Financial Strategies’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
2025 Q1	–	Sell	-10,200	Closed	-$643K	–	144
2024 Q4	$643K	Sell	10,200 -300	-3%	-$20.3K	0.36%	47
2024 Q3	$813K	Hold	10,500	–	–	0.47%	38
2024 Q2	$797K	Sell	10,500 -1,050	-9%	-$77.6K	0.5%	34
2024 Q1	$807K	Hold	11,550	–	–	0.55%	33
2023 Q4	$671K	Hold	11,550	–	–	0.51%	36
2023 Q3	$530K	Sell	11,550 -100	-0.9%	-$4.8K	0.45%	39
2023 Q2	$543K	Hold	11,650	–	–	0.46%	39
2023 Q1	$465K	Sell	11,650 -850	-7%	-$33.5K	0.46%	41
2022 Q4	$525K	Sell	12,500 -500	-4%	-$17.4K	0.52%	45
2022 Q3	$393K	Sell	13,000 -500	-4%	-$17.3K	0.4%	60
2022 Q2	$431K	Sell	13,500 -1,000	-7%	-$33.6K	0.43%	63
2022 Q1	$531K	Buy	14,500 +1,500	+12%	+$56.1K	0.42%	62
2021 Q4	$559K	Hold	13,000	–	–	0.42%	62
2021 Q3	$435K	Buy	+13,000	New	+$434K	0.35%	76
2021 Q1	$463K	Buy	+14,000	New	+$422K	0.44%	68

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kaizen Financial Strategies's KLAC Position: Q1 2025 in Review

Kaizen Financial Strategies sold out of KLA (KLAC) in Q1 2025, closing a stake of 10,200 shares — an estimated $643K sold.

Kaizen Financial Strategies first reported a position in KLAC in Q1 2021 and held it in 15 quarters. The position peaked at $813K in Q3 2024. 1,562 funds tracked by Wall St. Rank hold KLAC as of Q1 2025.

Kaizen Financial Strategies reported no remaining KLA position as of Q1 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 10,200 KLA shares in Q1 2025, an estimated $643K.
Kaizen Financial Strategies first reported a position in KLA in Q1 2021 and held it in 15 quarters.
Kaizen Financial Strategies's KLA position peaked at $813K in Q3 2024.
1,562 funds tracked by Wall St. Rank held KLA as of Q1 2025.

Based on Kaizen Financial Strategies's 13F filing for Q1 2025, filed 9 Apr 2025.