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Longfellow Investment Management’s KLA KLAC Stock Holding History

Longfellow Investment 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
2021
Q1 		– Sell
-28,640
Closed -$742K – 540
2020
Q4 		$742K Buy
+28,640
New +$668K 0.09% 172
2016
Q4 		– Sell
-1,800,000
Closed -$12.5M – 50
2016
Q3 		$12.5M Buy
1,800,000
+300,000
+20% +$2.16M 4.38% 1
2016
Q2 		$11M Buy
+1,500,000
New +$10.8M 3.91% 7

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Longfellow Investment Management's KLAC Position: Q1 2021 in Review

Longfellow Investment Management sold out of KLA (KLAC) in Q1 2021, closing a stake of 28,640 shares — an estimated $742K sold.

Longfellow Investment Management first reported a position in KLAC in Q2 2016 and held it in 3 quarters. The position peaked at $12.5M in Q3 2016. 910 funds tracked by Wall St. Rank hold KLAC as of Q1 2021.

  • Longfellow Investment Management reported no remaining KLA position as of Q1 2021 after selling out during the quarter.
  • Longfellow Investment Management sold 28,640 KLA shares in Q1 2021, an estimated $742K.
  • Longfellow Investment Management first reported a position in KLA in Q2 2016 and held it in 3 quarters.
  • Longfellow Investment Management's KLA position peaked at $12.5M in Q3 2016.
  • 910 funds tracked by Wall St. Rank held KLA as of Q1 2021.

Based on Longfellow Investment Management's 13F filing for Q1 2021, filed 17 May 2021.