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NewFocus Financial Group’s KLA KLAC Stock Holding History

NewFocus 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
2020
Q4 		$4.34M Sell
167,760
-210
-0.1% -$4.89K 1.28% 22
2020
Q3 		$3.25M Buy
167,970
+2,060
+1% +$40.7K 1.08% 26
2020
Q2 		$3.23M Buy
165,910
+1,640
+1% +$28K 1.16% 28
2020
Q1 		$2.36M Buy
164,270
+4,570
+3% +$73.6K 1.09% 30
2019
Q4 		$2.85M Buy
159,700
+2,120
+1% +$35.6K 1.11% 27
2019
Q3 		$2.51M Buy
157,580
+3,930
+3% +$54.9K 1.1% 29
2019
Q2 		$1.82M Buy
153,650
+7,700
+5% +$89K 0.84% 36
2019
Q1 		$1.74M Buy
145,950
+7,310
+5% +$78.6K 0.87% 35
2018
Q4 		$1.24M Sell
138,640
-9,980
-7% -$92.9K 0.73% 38
2018
Q3 		$1.51M Buy
148,620
+11,290
+8% +$123K 0.82% 36
2018
Q2 		$1.41M Buy
137,330
+3,160
+2% +$34.4K 0.85% 37
2018
Q1 		$1.46M Buy
+134,170
New +$1.49M 0.92% 36

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewFocus Financial Group's KLAC Position: Q4 2020 in Review

NewFocus Financial Group reduced its KLA (KLAC) stake by 0.13% in Q4 2020, selling an estimated $4.89K and leaving 167,760 shares worth $4.34M. The position accounts for 1.28% of the portfolio, ranked #22.

NewFocus Financial Group first reported a position in KLAC in Q1 2018 and has held it in 12 quarters since. 849 funds tracked by Wall St. Rank hold KLAC as of Q4 2020.

  • NewFocus Financial Group held 167,760 shares of KLA worth $4.34M as of Q4 2020.
  • NewFocus Financial Group sold 210 KLA shares in Q4 2020, an estimated $4.89K.
  • KLA made up 1.28% of NewFocus Financial Group's portfolio in Q4 2020, its #22 holding.
  • NewFocus Financial Group first reported a position in KLA in Q1 2018 and has held it in 12 quarters since.
  • 849 funds tracked by Wall St. Rank held KLA as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.