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Lewis Capital Management’s KLA KLAC Stock Holding History

Lewis Capital Management’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
Q3 		$229K Hold
5,000
– – 0.36% 53
2023
Q2 		$243K Buy
+5,000
New +$209K 0.35% 52
2022
Q1 		– Sell
-5,000
Closed -$215K – 71
2021
Q4 		$215K Buy
+5,000
New +$193K 0.23% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Lewis Capital Management's KLAC Position: Q3 2023 in Review

Lewis Capital Management held its KLA (KLAC) position steady in Q3 2023 at 5,000 shares worth $229K. The position accounts for 0.36% of the portfolio, ranked #53.

Lewis Capital Management first reported a position in KLAC in Q4 2021 and has held it in 3 quarters since. The position peaked at $243K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Lewis Capital Management held 5,000 shares of KLA worth $229K as of Q3 2023.
  • Lewis Capital Management left its KLA share count unchanged in Q3 2023.
  • KLA made up 0.36% of Lewis Capital Management's portfolio in Q3 2023, its #53 holding.
  • Lewis Capital Management first reported a position in KLA in Q4 2021 and has held it in 3 quarters since.
  • Lewis Capital Management's KLA position peaked at $243K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Lewis Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.