Kiwi Wealth Investments Limited Partnership’s KLA KLAC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-47,280	Closed	-$2.29M	–	123
2023 Q2	$2.29M	Sell	47,280 -44,070	-48%	-$1.84M	0.14%	116
2023 Q1	$3.65M	Buy	91,350 +30,160	+49%	+$1.19M	0.24%	96
2022 Q4	$2.31M	Buy	61,190 +2,000	+3%	+$69.7K	0.15%	133
2022 Q3	$1.89M	Hold	59,190	–	–	0.13%	145
2022 Q2	$1.89M	Buy	59,190 +11,030	+23%	+$371K	0.13%	145
2022 Q1	$1.76M	Buy	48,160 +30,790	+177%	+$1.15M	0.1%	174
2021 Q4	$747K	Sell	17,370 -690	-4%	-$26.6K	0.04%	216
2021 Q3	$604K	Hold	18,060	–	–	0.03%	220
2021 Q2	$586K	Buy	+18,060	New	+$579K	0.03%	220
2017 Q4	–	Sell	-55,820	Closed	-$592K	–	161
2017 Q3	$592K	Sell	55,820 -166,180	-75%	-$1.59M	0.07%	128
2017 Q2	$2.03M	Sell	222,000 -69,980	-24%	-$699K	0.19%	90
2017 Q1	$2.78M	Sell	291,980 -29,130	-9%	-$257K	0.23%	85
2016 Q4	$2.53M	Buy	+321,110	New	+$2.45M	0.22%	97

Other funds holding KLAC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Kiwi Wealth Investments Limited Partnership's KLAC Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of KLA (KLAC) in Q3 2023, closing a stake of 47,280 shares — an estimated $2.29M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in KLAC in Q4 2016 and held it in 13 quarters. The position peaked at $3.65M in Q1 2023. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 47,280 KLA shares in Q3 2023, an estimated $2.29M.
Kiwi Wealth Investments Limited Partnership first reported a position in KLA in Q4 2016 and held it in 13 quarters.
Kiwi Wealth Investments Limited Partnership's KLA position peaked at $3.65M in Q1 2023.
1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.