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Running Oak Capital’s KLA KLAC Stock Holding History

Running Oak 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
2023
Q1 		– Sell
-163,550
Closed -$6.17M – 59
2022
Q4 		$6.17M Sell
163,550
-9,870
-6% -$344K 1.81% 30
2022
Q3 		$5.25M Buy
+173,420
New +$6.01M 1.81% 26
2021
Q2 		$350K Buy
+10,810
New +$346K 0.19% 46

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Running Oak Capital's KLAC Position: Q1 2023 in Review

Running Oak Capital sold out of KLA (KLAC) in Q1 2023, closing a stake of 163,550 shares — an estimated $6.17M sold.

Running Oak Capital first reported a position in KLAC in Q2 2021 and held it in 3 quarters. The position peaked at $6.17M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold KLAC as of Q1 2023.

  • Running Oak Capital reported no remaining KLA position as of Q1 2023 after selling out during the quarter.
  • Running Oak Capital sold 163,550 KLA shares in Q1 2023, an estimated $6.17M.
  • Running Oak Capital first reported a position in KLA in Q2 2021 and held it in 3 quarters.
  • Running Oak Capital's KLA position peaked at $6.17M in Q4 2022.
  • 1,162 funds tracked by Wall St. Rank held KLA as of Q1 2023.

Based on Running Oak Capital's 13F filing for Q1 2023, filed 15 May 2023.