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Summit Global Investments’s KLA KLAC Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-3,270
Closed -$253K – 594
2024
Q3 		$253K Sell
3,270
-21,810
-87% -$1.71M 0.02% 453
2024
Q2 		$2.07M Buy
25,080
+9,530
+61% +$704K 0.14% 128
2024
Q1 		$1.09M Buy
15,550
+3,960
+34% +$254K 0.08% 194
2023
Q4 		$673K Buy
+11,590
New +$603K 0.04% 293
2018
Q1 		– Sell
-23,150
Closed -$243K – 299
2017
Q4 		$243K Buy
+23,150
New +$244K 0.04% 253

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's KLAC Position: Q4 2024 in Review

Summit Global Investments sold out of KLA (KLAC) in Q4 2024, closing a stake of 3,270 shares — an estimated $253K sold.

Summit Global Investments first reported a position in KLAC in Q4 2017 and held it in 5 quarters. The position peaked at $2.07M in Q2 2024. 1,549 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

  • Summit Global Investments reported no remaining KLA position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 3,270 KLA shares in Q4 2024, an estimated $253K.
  • Summit Global Investments first reported a position in KLA in Q4 2017 and held it in 5 quarters.
  • Summit Global Investments's KLA position peaked at $2.07M in Q2 2024.
  • 1,549 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.