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Sonora Investment Management’s KLA KLAC Stock Holding History

Sonora Investment Management’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
2021
Q3 		$8.31M Buy
248,480
+13,030
+6% +$435K 1.04% 35
2021
Q2 		$7.63M Buy
235,450
+13,670
+6% +$438K 1% 37
2021
Q1 		$7.33M Buy
221,780
+12,040
+6% +$363K 0.58% 65
2020
Q4 		$5.43M Buy
209,740
+21,950
+12% +$512K 0.45% 78
2020
Q3 		$3.64M Buy
187,790
+11,100
+6% +$219K 0.34% 87
2020
Q2 		$3.44M Sell
176,690
-310
-0.2% -$5.3K 0.35% 81
2020
Q1 		$2.54M Sell
177,000
-98,060
-36% -$1.58M 0.3% 88
2019
Q4 		$4.9M Buy
275,060
+6,450
+2% +$108K 0.46% 80
2019
Q3 		$4.28M Buy
268,610
+27,950
+12% +$391K 0.45% 79
2019
Q2 		$2.85M Buy
240,660
+48,650
+25% +$563K 0.32% 97
2019
Q1 		$2.29M Sell
192,010
-15,150
-7% -$163K 0.28% 97
2018
Q4 		$1.85M Buy
207,160
+97,350
+89% +$906K 0.27% 101
2018
Q3 		$1.12M Buy
109,810
+99,150
+930% +$1.08M 0.15% 122
2018
Q2 		$109K Buy
10,660
+9,600
+906% +$104K 0.02% 261
2018
Q1 		$11.5K Hold
1,060
– – ﹤0.01% 732
2017
Q4 		$11.1K Hold
1,060
– – ﹤0.01% 757
2017
Q3 		$11.2K Sell
1,060
-90
-8% -$859 ﹤0.01% 682
2017
Q2 		$10.5K Hold
1,150
– – ﹤0.01% 696
2017
Q1 		$10.9K Hold
1,150
– – ﹤0.01% 656
2016
Q4 		$9.05K Buy
+1,150
New +$8.78K ﹤0.01% 631
2016
Q1 		– Sell
-13,750
Closed -$95K – 982
2015
Q4 		$95K Hold
13,750
– – 0.02% 166
2015
Q3 		$65K Buy
+13,750
New +$70.7K 0.02% 188

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonora Investment Management's KLAC Position: Q3 2021 in Review

Sonora Investment Management increased its KLA (KLAC) stake by 5.5% in Q3 2021, buying an estimated $435K and bringing the position to 248,480 shares worth $8.31M. The position accounts for 1.04% of the portfolio, ranked #35.

Sonora Investment Management first reported a position in KLAC in Q3 2015 and has held it in 22 quarters since. 976 funds tracked by Wall St. Rank hold KLAC as of Q3 2021.

  • Sonora Investment Management held 248,480 shares of KLA worth $8.31M as of Q3 2021.
  • Sonora Investment Management bought 13,030 KLA shares in Q3 2021, an estimated $435K.
  • KLA made up 1.04% of Sonora Investment Management's portfolio in Q3 2021, its #35 holding.
  • Sonora Investment Management first reported a position in KLA in Q3 2015 and has held it in 22 quarters since.
  • 976 funds tracked by Wall St. Rank held KLA as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.