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Scharf Investments’s KLA KLAC Stock Holding History

Scharf Investments’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
Q3 		– Sell
-19,600
Closed -$951K – 53
2023
Q2 		$951K Buy
19,600
+2,930
+18% +$122K 0.03% 45
2023
Q1 		$665K Sell
16,670
-10,330
-38% -$407K 0.02% 46
2022
Q4 		$1.02M Hold
27,000
– – 0.03% 44
2022
Q3 		$817K Buy
27,000
+490
+2% +$17K 0.03% 44
2022
Q2 		$846K Sell
26,510
-2,270
-8% -$76.3K 0.03% 42
2022
Q1 		$1.05M Buy
28,780
+14,350
+99% +$537K 0.03% 40
2021
Q4 		$621K Buy
+14,430
New +$557K 0.02% 50

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scharf Investments's KLAC Position: Q3 2023 in Review

Scharf Investments sold out of KLA (KLAC) in Q3 2023, closing a stake of 19,600 shares — an estimated $951K sold.

Scharf Investments first reported a position in KLAC in Q4 2021 and held it in 7 quarters. The position peaked at $1.05M in Q1 2022. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Scharf Investments reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
  • Scharf Investments sold 19,600 KLA shares in Q3 2023, an estimated $951K.
  • Scharf Investments first reported a position in KLA in Q4 2021 and held it in 7 quarters.
  • Scharf Investments's KLA position peaked at $1.05M in Q1 2022.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Scharf Investments's 13F filing for Q3 2023, filed 13 Oct 2023.