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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Laffer Tengler Investments's KLAC Position: Q1 2024 in Review

Laffer Tengler Investments sold out of KLA (KLAC) in Q1 2024, closing a stake of 60 shares — an estimated $3.49K sold.

Laffer Tengler Investments first reported a position in KLAC in Q2 2013 and held it in 17 quarters. The position peaked at $2.85M in Q3 2014. 1,468 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

Laffer Tengler Investments reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 60 KLA shares in Q1 2024, an estimated $3.49K.
Laffer Tengler Investments first reported a position in KLA in Q2 2013 and held it in 17 quarters.
Laffer Tengler Investments's KLA position peaked at $2.85M in Q3 2014.
1,468 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.