Marks Group Wealth Management’s KLA KLAC Stock Holding History

Marks Group Wealth 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 Q1	–	Sell	-180,040	Closed	-$6.79M	–	284
2022 Q4	$6.79M	Sell	180,040 -6,590	-4%	-$230K	0.93%	24
2022 Q3	$5.65M	Buy	186,630 +3,980	+2%	+$138K	0.86%	42
2022 Q2	$5.83M	Buy	182,650 +12,440	+7%	+$418K	0.84%	34
2022 Q1	$6.23M	Buy	170,210 +12,730	+8%	+$476K	0.78%	45
2021 Q4	$6.76M	Sell	157,480 -23,200	-13%	-$895K	0.82%	32
2021 Q3	$6.03M	Sell	180,680 -870	-0.5%	-$29K	0.82%	39
2021 Q2	$5.9M	Buy	+181,550	New	+$5.82M	0.81%	33

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marks Group Wealth Management's KLAC Position: Q1 2023 in Review

Marks Group Wealth Management sold out of KLA (KLAC) in Q1 2023, closing a stake of 180,040 shares — an estimated $6.79M sold.

Marks Group Wealth Management first reported a position in KLAC in Q2 2021 and held it in 7 quarters. The position peaked at $6.79M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

Marks Group Wealth Management reported no remaining KLA position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 180,040 KLA shares in Q1 2023, an estimated $6.79M.
Marks Group Wealth Management first reported a position in KLA in Q2 2021 and held it in 7 quarters.
Marks Group Wealth Management's KLA position peaked at $6.79M in Q4 2022.
1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.