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Steel Grove Capital Advisors’s KLA KLAC Stock Holding History

Steel Grove Capital Advisors’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
2019
Q1 		– Sell
-391,680
Closed -$3.5M – 200
2018
Q4 		$3.5M Sell
391,680
-221,110
-36% -$2.06M 0.5% 60
2018
Q3 		$6.23M Buy
+612,790
New +$6.7M 0.87% 47

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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steel Grove Capital Advisors's KLAC Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of KLA (KLAC) in Q1 2019, closing a stake of 391,680 shares — an estimated $3.5M sold.

Steel Grove Capital Advisors first reported a position in KLAC in Q3 2018 and held it in 2 quarters. The position peaked at $6.23M in Q3 2018. 690 funds tracked by Wall St. Rank hold KLAC as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining KLA position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 391,680 KLA shares in Q1 2019, an estimated $3.5M.
  • Steel Grove Capital Advisors first reported a position in KLA in Q3 2018 and held it in 2 quarters.
  • Steel Grove Capital Advisors's KLA position peaked at $6.23M in Q3 2018.
  • 690 funds tracked by Wall St. Rank held KLA as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.