Laffer Tengler Investments’s KLA KLAC Stock Holding History

Laffer Tengler Investments’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
2024 Q1	–	Sell	-60	Closed	-$3.49K	–	466
2023 Q4	$3.49K	Buy	+60	New	+$3.12K	﹤0.01%	343
2019 Q2	–	Sell	-215,760	Closed	-$2.58M	–	143
2019 Q1	$2.58M	Hold	215,760	–	–	0.69%	57
2018 Q4	$1.93M	Hold	215,760	–	–	0.57%	86
2018 Q3	$2.19M	Hold	215,760	–	–	0.54%	98
2018 Q2	$2.21M	Hold	215,760	–	–	0.57%	95
2018 Q1	$2.35M	Buy	215,760 +11,260	+6%	+$125K	0.59%	77
2017 Q4	$2.15M	Hold	204,500	–	–	0.54%	76
2017 Q3	$2.17M	Sell	204,500 -15,900	-7%	-$152K	0.57%	70
2017 Q2	$2.02M	Hold	220,400	–	–	0.51%	96
2017 Q1	$2.1M	Hold	220,400	–	–	0.55%	66
2016 Q4	$1.73M	Buy	+220,400	New	+$1.68M	0.47%	102
2015 Q2	–	Sell	-361,910	Closed	-$2.11M	–	239
2015 Q1	$2.11M	Buy	+361,910	New	+$2.32M	0.3%	125
2014 Q4	–	Sell	-361,910	Closed	-$2.67M	–	88
2014 Q3	$2.85M	Hold	361,910	–	–	0.42%	49
2014 Q2	$2.63M	Sell	361,910 -14,460	-4%	-$96K	0.41%	66
2014 Q1	$2.6M	Hold	376,370	–	–	0.42%	73
2013 Q4	$2.43M	Buy	+376,370	New	+$2.37M	0.4%	88
2013 Q3	–	Sell	-249,000	Closed	-$1.46M	–	73
2013 Q2	$1.39M	Buy	+249,000	New	+$1.36M	0.27%	142

Other funds holding KLAC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

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

Capital International Investors

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

Wellington Management Group

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

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return