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Lake Street Advisors Group’s KLA KLAC Stock Holding History

Lake Street Advisors Group’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
Q4 		$674K Sell
10,700
-2,050
-16% -$139K 0.03% 280
2024
Q3 		$987K Buy
12,750
+430
+3% +$33.7K 0.05% 217
2024
Q2 		$1.02M Sell
12,320
-570
-4% -$42.1K 0.05% 212
2024
Q1 		$900K Buy
12,890
+190
+1% +$12.2K 0.04% 243
2023
Q4 		$738K Buy
+12,700
New +$661K 0.04% 267
2021
Q3 		– Sell
-6,180
Closed -$203K – 335
2021
Q2 		$203K Buy
+6,180
New +$198K 0.02% 311

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's KLAC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its KLA (KLAC) stake by 16% in Q4 2024, selling an estimated $139K and leaving 10,700 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #280.

Lake Street Advisors Group first reported a position in KLAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2024. 1,551 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Lake Street Advisors Group held 10,700 shares of KLA worth $674K as of Q4 2024.
  • Lake Street Advisors Group sold 2,050 KLA shares in Q4 2024, an estimated $139K.
  • KLA made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #280 holding.
  • Lake Street Advisors Group first reported a position in KLA in Q2 2021 and has held it in 6 quarters since.
  • Lake Street Advisors Group's KLA position peaked at $1.02M in Q2 2024.
  • 1,551 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.