Tarbox Family Office’s KLA KLAC Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-260	Closed	-$10K	–	577
2022 Q1	$10K	Sell	260 -270	-51%	-$10.1K	﹤0.01%	385
2021 Q4	$23K	Hold	530	–	–	﹤0.01%	330
2021 Q3	$18K	Hold	530	–	–	﹤0.01%	389
2021 Q2	$17K	Hold	530	–	–	﹤0.01%	401
2021 Q1	$18K	Hold	530	–	–	﹤0.01%	328
2020 Q4	$14K	Hold	530	–	–	﹤0.01%	354
2020 Q3	$10K	Hold	530	–	–	﹤0.01%	382
2020 Q2	$10K	Buy	530 +270	+104%	+$4.62K	﹤0.01%	376
2020 Q1	$4K	Sell	260 -90	-26%	-$1.45K	﹤0.01%	470
2019 Q4	$6K	Buy	350 +120	+52%	+$2.01K	﹤0.01%	462
2019 Q3	$4K	Hold	230	–	–	﹤0.01%	510
2019 Q2	$3K	Buy	+230	New	+$2.66K	﹤0.01%	617
2015 Q3	–	Sell	-90	Closed	-$1K	–	572
2015 Q2	$1K	Hold	90	–	–	﹤0.01%	465
2015 Q1	$1K	Hold	90	–	–	﹤0.01%	479
2014 Q4	$1K	Buy	+90	New	+$664	﹤0.01%	473

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Tarbox Family Office's KLAC Position: Q2 2022 in Review

Tarbox Family Office sold out of KLA (KLAC) in Q2 2022, closing a stake of 260 shares — an estimated $10K sold.

Tarbox Family Office first reported a position in KLAC in Q4 2014 and held it in 15 quarters. The position peaked at $23K in Q4 2021. 1,070 funds tracked by Wall St. Rank hold KLAC as of Q2 2022.

Tarbox Family Office reported no remaining KLA position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 260 KLA shares in Q2 2022, an estimated $10K.
Tarbox Family Office first reported a position in KLA in Q4 2014 and held it in 15 quarters.
Tarbox Family Office's KLA position peaked at $23K in Q4 2021.
1,070 funds tracked by Wall St. Rank held KLA as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.