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Steward Financial Group’s Kulicke & Soffa KLIC Stock Holding History

Steward Financial Group’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+33
New +$1.75K ﹤0.01% 1184
2022
Q3 		– Sell
-8
Closed – – 726
2022
Q2 		$0 Buy
+8
New +$396 ﹤0.01% 1171

Other funds holding KLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Steward Financial Group opened a new position in Kulicke & Soffa (KLIC) in Q3 2023: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KLIC as recently as Q2 2022.

Steward Financial Group first reported a position in KLIC in Q2 2022 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold KLIC as of Q3 2023.

  • Steward Financial Group held 33 shares of Kulicke & Soffa worth $1K as of Q3 2023.
  • Kulicke & Soffa was a new Steward Financial Group position in Q3 2023.
  • Kulicke & Soffa made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1184 holding.
  • Steward Financial Group first reported a position in Kulicke & Soffa in Q2 2022 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2023.

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