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Monumental Financial Group’s KLA KLAC Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-31,590
Closed -$1.26M – 65
2023
Q1 		$1.26M Buy
31,590
+1,980
+7% +$78K 0.9% 22
2022
Q4 		$1.12M Buy
+29,610
New +$1.03M 0.9% 23

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Monumental Financial Group's KLAC Position: Q2 2023 in Review

Monumental Financial Group sold out of KLA (KLAC) in Q2 2023, closing a stake of 31,590 shares — an estimated $1.26M sold.

Monumental Financial Group first reported a position in KLAC in Q4 2022 and held it in 2 quarters. The position peaked at $1.26M in Q1 2023. 1,225 funds tracked by Wall St. Rank hold KLAC as of Q2 2023.

  • Monumental Financial Group reported no remaining KLA position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 31,590 KLA shares in Q2 2023, an estimated $1.26M.
  • Monumental Financial Group first reported a position in KLA in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's KLA position peaked at $1.26M in Q1 2023.
  • 1,225 funds tracked by Wall St. Rank held KLA as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.