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McElhenny Sheffield Capital Management’s KLA KLAC Stock Holding History

McElhenny Sheffield 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
Q1 		– Sell
-100
Closed -$3.77K – 369
2022
Q4 		$3.77K Buy
+100
New +$3.48K ﹤0.01% 433

Other funds holding KLAC

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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

McElhenny Sheffield Capital Management's KLAC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of KLA (KLAC) in Q1 2023, closing a stake of 100 shares — an estimated $3.77K sold.

McElhenny Sheffield Capital Management first reported a position in KLAC in Q4 2022 and held it in 1 quarter. The position peaked at $3.77K in Q4 2022. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining KLA position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 100 KLA shares in Q1 2023, an estimated $3.77K.
  • McElhenny Sheffield Capital Management first reported a position in KLA in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's KLA position peaked at $3.77K in Q4 2022.
  • 1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.