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Steward Financial Group’s KLA KLAC Stock Holding History

Steward Financial Group’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 		$17K Hold
390
– – 0.01% 270
2023
Q2 		$18K Buy
+390
New +$16.3K 0.01% 260
2022
Q3 		– Sell
-270
Closed -$8K – 725
2022
Q2 		$8K Sell
270
-80
-23% -$2.69K 0.01% 273
2022
Q1 		$12K Buy
+350
New +$13.1K 0.01% 195

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

Steward Financial Group's KLAC Position: Q3 2023 in Review

Steward Financial Group held its KLA (KLAC) position steady in Q3 2023 at 390 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #270.

Steward Financial Group first reported a position in KLAC in Q1 2022 and has held it in 4 quarters since. The position peaked at $18K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

  • Steward Financial Group held 390 shares of KLA worth $17K as of Q3 2023.
  • Steward Financial Group left its KLA share count unchanged in Q3 2023.
  • KLA made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #270 holding.
  • Steward Financial Group first reported a position in KLA in Q1 2022 and has held it in 4 quarters since.
  • Steward Financial Group's KLA position peaked at $18K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.