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Simplicity Solutions’s KLA KLAC Stock Holding History

Simplicity Solutions’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
Q4 		$5.46M Sell
94,000
-8,950
-9% -$466K 0.15% 125
2023
Q3 		$4.72M Sell
102,950
-9,180
-8% -$440K 0.15% 130
2023
Q2 		$5.44M Buy
112,130
+11,230
+11% +$469K 0.15% 133
2023
Q1 		$4.03M Buy
100,900
+53,520
+113% +$2.11M 0.11% 181
2022
Q4 		$1.79M Sell
47,380
-16,380
-26% -$571K 0.24% 93
2022
Q3 		$1.93M Buy
63,760
+800
+1% +$27.7K 0.28% 71
2022
Q2 		$2.01M Buy
62,960
+9,460
+18% +$318K 0.26% 87
2022
Q1 		$1.96M Sell
53,500
-33,840
-39% -$1.27M 0.24% 94
2021
Q4 		$3.76M Buy
87,340
+45,220
+107% +$1.75M 0.42% 51
2021
Q3 		$1.41M Buy
42,120
+11,850
+39% +$396K 0.22% 108
2021
Q2 		$982K Buy
30,270
+6,280
+26% +$201K 0.19% 113
2021
Q1 		$793K Buy
+23,990
New +$723K 0.17% 128

Other funds holding KLAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Simplicity Solutions's KLAC Position: Q4 2023 in Review

Simplicity Solutions reduced its KLA (KLAC) stake by 8.7% in Q4 2023, selling an estimated $466K and leaving 94,000 shares worth $5.46M. The position accounts for 0.15% of the portfolio, ranked #125.

Simplicity Solutions first reported a position in KLAC in Q1 2021 and has held it in 12 quarters since. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Simplicity Solutions held 94,000 shares of KLA worth $5.46M as of Q4 2023.
  • Simplicity Solutions sold 8,950 KLA shares in Q4 2023, an estimated $466K.
  • KLA made up 0.15% of Simplicity Solutions's portfolio in Q4 2023, its #125 holding.
  • Simplicity Solutions first reported a position in KLA in Q1 2021 and has held it in 12 quarters since.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.