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Lee Financial’s KLA KLAC Stock Holding History

Lee Financial’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
Q1 		– Sell
-210
Closed -$7.92K – 885
2022
Q4 		$7.92K Sell
210
-90
-30% -$3.14K ﹤0.01% 494
2022
Q3 		$9K Buy
300
+100
+50% +$3.46K ﹤0.01% 456
2022
Q2 		$7K Buy
200
+70
+54% +$2.35K ﹤0.01% 505
2022
Q1 		$5K Sell
130
-2,200
-94% -$82.3K ﹤0.01% 512
2021
Q4 		$101K Buy
2,330
+2,160
+1,271% +$83.4K 0.02% 189
2021
Q3 		$6K Buy
170
+60
+55% +$2K ﹤0.01% 479
2021
Q2 		$4K Buy
+110
New +$3.52K ﹤0.01% 483

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's KLAC Position: Q1 2023 in Review

Lee Financial sold out of KLA (KLAC) in Q1 2023, closing a stake of 210 shares — an estimated $7.92K sold.

Lee Financial first reported a position in KLAC in Q2 2021 and held it in 7 quarters. The position peaked at $101K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

  • Lee Financial reported no remaining KLA position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 210 KLA shares in Q1 2023, an estimated $7.92K.
  • Lee Financial first reported a position in KLA in Q2 2021 and held it in 7 quarters.
  • Lee Financial's KLA position peaked at $101K in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.