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Morningstar Investment Services’s KLA KLAC Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-9,340
Closed -$731K – 275
2024
Q3 		$731K Sell
9,340
-10
-0.1% -$785 0.01% 235
2024
Q2 		$762K Buy
9,350
+950
+11% +$70.2K 0.01% 214
2024
Q1 		$585K Sell
8,400
-16,590
-66% -$1.07M 0.01% 218
2023
Q4 		$1.47M Buy
24,990
+12,800
+105% +$666K 0.01% 204
2023
Q3 		$558K Buy
12,190
+750
+7% +$36K 0.01% 202
2023
Q2 		$545K Buy
11,440
+1,000
+10% +$41.8K 0.01% 189
2023
Q1 		$408K Buy
10,440
+350
+3% +$13.8K 0.01% 188
2022
Q4 		$381K Buy
10,090
+380
+4% +$13.2K 0.01% 189
2022
Q3 		$300K Buy
9,710
+290
+3% +$10K ﹤0.01% 192
2022
Q2 		$307K Buy
9,420
+630
+7% +$21.2K ﹤0.01% 194
2022
Q1 		$334K Buy
8,790
+1,940
+28% +$72.6K ﹤0.01% 204
2021
Q4 		$295K Buy
+6,850
New +$264K ﹤0.01% 213
2013
Q3 		– Sell
-112,990
Closed -$630K – 201
2013
Q2 		$630K Buy
+112,990
New +$617K 0.07% 152

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's KLAC Position: Q4 2024 in Review

Morningstar Investment Services sold out of KLA (KLAC) in Q4 2024, closing a stake of 9,340 shares — an estimated $731K sold.

Morningstar Investment Services first reported a position in KLAC in Q2 2013 and held it in 13 quarters. The position peaked at $1.47M in Q4 2023. 1,551 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Morningstar Investment Services reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 9,340 KLA shares in Q4 2024, an estimated $731K.
  • Morningstar Investment Services first reported a position in KLA in Q2 2013 and held it in 13 quarters.
  • Morningstar Investment Services's KLA position peaked at $1.47M in Q4 2023.
  • 1,551 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.