Oxbow Advisors’s KLA KLAC Stock Holding History

Oxbow Advisors’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 Q1	–	Sell	-4,810	Closed	-$280K	–	236
2023 Q4	$280K	Buy	+4,810	New	+$250K	0.04%	171

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oxbow Advisors's KLAC Position: Q1 2024 in Review

Oxbow Advisors sold out of KLA (KLAC) in Q1 2024, closing a stake of 4,810 shares — an estimated $280K sold.

Oxbow Advisors first reported a position in KLAC in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

Oxbow Advisors reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
Oxbow Advisors sold 4,810 KLA shares in Q1 2024, an estimated $280K.
Oxbow Advisors first reported a position in KLA in Q4 2023 and held it in 1 quarter.
Oxbow Advisors's KLA position peaked at $280K in Q4 2023.
1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Oxbow Advisors's 13F filing for Q1 2024, filed 6 May 2024.