Suncoast Equity Management’s KLA KLAC Stock Holding History

Suncoast Equity Management’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	–	Sell	-294,660	Closed	-$14.3M	–	75
2023 Q2	$14.3M	Buy	294,660 +6,390	+2%	+$267K	2.14%	21
2023 Q1	$11.5M	Sell	288,270 -252,700	-47%	-$9.96M	1.93%	20
2022 Q4	$20.4M	Sell	540,970 -36,650	-6%	-$1.28M	3.74%	14
2022 Q3	$17.5M	Sell	577,620 -35,450	-6%	-$1.23M	3.42%	14
2022 Q2	$19.6M	Sell	613,070 -5,680	-0.9%	-$191K	3.46%	13
2022 Q1	$22.6M	Buy	618,750 +322,000	+109%	+$12M	3.35%	14
2021 Q4	$12.8M	Buy	+296,750	New	+$11.5M	1.62%	21

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Suncoast Equity Management's KLAC Position: Q3 2023 in Review

Suncoast Equity Management sold out of KLA (KLAC) in Q3 2023, closing a stake of 294,660 shares — an estimated $14.3M sold.

Suncoast Equity Management first reported a position in KLAC in Q4 2021 and held it in 7 quarters. The position peaked at $22.6M in Q1 2022. 1,277 funds tracked by Wall St. Rank hold KLAC as of Q3 2023.

Suncoast Equity Management reported no remaining KLA position as of Q3 2023 after selling out during the quarter.
Suncoast Equity Management sold 294,660 KLA shares in Q3 2023, an estimated $14.3M.
Suncoast Equity Management first reported a position in KLA in Q4 2021 and held it in 7 quarters.
Suncoast Equity Management's KLA position peaked at $22.6M in Q1 2022.
1,277 funds tracked by Wall St. Rank held KLA as of Q3 2023.

Based on Suncoast Equity Management's 13F filing for Q3 2023, filed 23 Oct 2023.