Roundview Capital’s KLA KLAC Stock Holding History

Roundview Capital’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	-15,620	Closed	-$1.21M	–	341
2024 Q3	$1.21M	Buy	+15,620	New	+$1.23M	0.09%	201

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roundview Capital's KLAC Position: Q4 2024 in Review

Roundview Capital sold out of KLA (KLAC) in Q4 2024, closing a stake of 15,620 shares — an estimated $1.21M sold.

Roundview Capital first reported a position in KLAC in Q3 2024 and held it in 1 quarter. The position peaked at $1.21M in Q3 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Roundview Capital reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
Roundview Capital sold 15,620 KLA shares in Q4 2024, an estimated $1.21M.
Roundview Capital first reported a position in KLA in Q3 2024 and held it in 1 quarter.
Roundview Capital's KLA position peaked at $1.21M in Q3 2024.
1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Roundview Capital's 13F filing for Q4 2024, filed 12 Feb 2025.