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Tilt Investment Management Holdings’s KLA KLAC Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$321K Sell
5,520
-1,890
-26% -$98.4K 0.35% 77
2023
Q3 		$340K Hold
7,410
– – 0.24% 106
2023
Q2 		$359K Hold
7,410
– – 0.24% 107
2023
Q1 		$277K Buy
7,410
+960
+15% +$37.8K 0.2% 117
2022
Q4 		$243K Buy
+6,450
New +$225K 0.21% 120

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilt Investment Management Holdings's KLAC Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its KLA (KLAC) stake by 26% in Q4 2023, selling an estimated $98.4K and leaving 5,520 shares worth $321K. The position accounts for 0.35% of the portfolio, ranked #77.

Tilt Investment Management Holdings first reported a position in KLAC in Q4 2022 and has held it in 5 quarters since. The position peaked at $359K in Q2 2023. 1,398 funds tracked by Wall St. Rank hold KLAC as of Q4 2023.

  • Tilt Investment Management Holdings held 5,520 shares of KLA worth $321K as of Q4 2023.
  • Tilt Investment Management Holdings sold 1,890 KLA shares in Q4 2023, an estimated $98.4K.
  • KLA made up 0.35% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #77 holding.
  • Tilt Investment Management Holdings first reported a position in KLA in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's KLA position peaked at $359K in Q2 2023.
  • 1,398 funds tracked by Wall St. Rank held KLA as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.