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Squar Milner Financial Services’s KLA KLAC Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-13,550
Closed -$264K – 102
2020
Q2 		$264K Hold
13,550
– – 0.15% 169
2020
Q1 		$194K Hold
13,550
– – 0.12% 170
2019
Q4 		$241K Buy
+13,550
New +$227K 0.12% 172
2019
Q3 		– Sell
-13,100
Closed -$155K – 479
2019
Q2 		$155K Buy
13,100
+12,450
+1,915% +$144K 0.1% 198
2019
Q1 		$7K Buy
650
+200
+44% +$2.15K 0.01% 592
2018
Q4 		$4K Hold
450
– – ﹤0.01% 598
2018
Q3 		$5K Buy
+450
New +$4.92K ﹤0.01% 605

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's KLAC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of KLA (KLAC) in Q3 2020, closing a stake of 13,550 shares — an estimated $264K sold.

Squar Milner Financial Services first reported a position in KLAC in Q3 2018 and held it in 7 quarters. The position peaked at $264K in Q2 2020. 755 funds tracked by Wall St. Rank hold KLAC as of Q3 2020.

  • Squar Milner Financial Services reported no remaining KLA position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 13,550 KLA shares in Q3 2020, an estimated $264K.
  • Squar Milner Financial Services first reported a position in KLA in Q3 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's KLA position peaked at $264K in Q2 2020.
  • 755 funds tracked by Wall St. Rank held KLA as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.