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KLR Investment Advisors’s Onto Innovation ONTO Stock Holding History

KLR Investment Advisors’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$408K Sell
2,387
-209
-8% -$35.3K 0.29% 93
2023
Q4 		$397K Sell
2,596
-879
-25% -$118K 0.29% 103
2023
Q3 		$305K Sell
3,475
-166
-5% -$19.7K 0.28% 118
2023
Q2 		$424K Buy
3,641
+24
+0.7% +$2.29K 0.35% 89
2023
Q1 		$318K Sell
3,617
-1,383
-28% -$112K 0.28% 118
2022
Q4 		$340K Buy
+5,000
New +$359K 0.28% 120

Other funds holding ONTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KLR Investment Advisors's ONTO Position: Q1 2024 in Review

KLR Investment Advisors reduced its Onto Innovation (ONTO) stake by 8.1% in Q1 2024, selling an estimated $35.3K and leaving 2,387 shares worth $408K. The position accounts for 0.29% of the portfolio, ranked #93.

KLR Investment Advisors first reported a position in ONTO in Q4 2022 and has held it in 6 quarters since. The position peaked at $424K in Q2 2023. 433 funds tracked by Wall St. Rank hold ONTO as of Q1 2024.

  • KLR Investment Advisors held 2,387 shares of Onto Innovation worth $408K as of Q1 2024.
  • KLR Investment Advisors sold 209 Onto Innovation shares in Q1 2024, an estimated $35.3K.
  • Onto Innovation made up 0.29% of KLR Investment Advisors's portfolio in Q1 2024, its #93 holding.
  • KLR Investment Advisors first reported a position in Onto Innovation in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Onto Innovation position peaked at $424K in Q2 2023.
  • 433 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.