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Lumina Fund Management’s KLA KLAC Stock Holding History

Lumina Fund 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
Q4 		– Sell
-20,000
Closed -$917K – 26
2023
Q3 		$917K Hold
20,000
– – 0.31% 23
2023
Q2 		$970K Hold
20,000
– – 0.41% 25
2023
Q1 		$798K Hold
20,000
– – 0.38% 29
2022
Q4 		$754K Hold
20,000
– – 0.29% 25
2022
Q3 		$605K Buy
+20,000
New +$693K 0.23% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumina Fund Management's KLAC Position: Q4 2023 in Review

Lumina Fund Management sold out of KLA (KLAC) in Q4 2023, closing a stake of 20,000 shares — an estimated $917K sold.

Lumina Fund Management first reported a position in KLAC in Q3 2022 and held it in 5 quarters. The position peaked at $970K in Q2 2023. 1,397 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Lumina Fund Management reported no remaining KLA position as of Q4 2023 after selling out during the quarter.
  • Lumina Fund Management sold 20,000 KLA shares in Q4 2023, an estimated $917K.
  • Lumina Fund Management first reported a position in KLA in Q3 2022 and held it in 5 quarters.
  • Lumina Fund Management's KLA position peaked at $970K in Q2 2023.
  • 1,397 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.