OIS
KLAC icon

Okabena Investment Services’s KLA KLAC Stock Holding History

Okabena 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
2023
Q2 		– Sell
-40
Closed -$1.6K – 193
2023
Q1 		$1.6K Buy
+40
New +$1.58K ﹤0.01% 178

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Okabena Investment Services's KLAC Position: Q2 2023 in Review

Okabena Investment Services sold out of KLA (KLAC) in Q2 2023, closing a stake of 40 shares — an estimated $1.6K sold.

Okabena Investment Services first reported a position in KLAC in Q1 2023 and held it in 1 quarter. The position peaked at $1.6K in Q1 2023. 1,224 funds tracked by Wall St. Rank hold KLAC as of Q2 2023.

  • Okabena Investment Services reported no remaining KLA position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 40 KLA shares in Q2 2023, an estimated $1.6K.
  • Okabena Investment Services first reported a position in KLA in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's KLA position peaked at $1.6K in Q1 2023.
  • 1,224 funds tracked by Wall St. Rank held KLA as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.