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UBP Investment Advisors’s KLA KLAC Stock Holding History

UBP Investment Advisors’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
Q3 		$410K Sell
13,530
-11,150
-45% -$386K 0.21% 65
2022
Q2 		$790K Buy
24,680
+1,050
+4% +$35.3K 0.32% 51
2022
Q1 		$1.27M Sell
23,630
-17,120
-42% -$640K 0.47% 43
2021
Q4 		$1.75M Buy
40,750
+250
+0.6% +$9.65K 0.64% 31
2021
Q3 		$1.35M Buy
40,500
+500
+1% +$16.7K 0.52% 32
2021
Q2 		$1.3M Buy
+40,000
New +$1.28M 0.48% 45

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBP Investment Advisors's KLAC Position: Q3 2022 in Review

UBP Investment Advisors reduced its KLA (KLAC) stake by 45% in Q3 2022, selling an estimated $386K and leaving 13,530 shares worth $410K. The position accounts for 0.21% of the portfolio, ranked #65.

UBP Investment Advisors first reported a position in KLAC in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.75M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold KLAC as of Q3 2022.

  • UBP Investment Advisors held 13,530 shares of KLA worth $410K as of Q3 2022.
  • UBP Investment Advisors sold 11,150 KLA shares in Q3 2022, an estimated $386K.
  • KLA made up 0.21% of UBP Investment Advisors's portfolio in Q3 2022, its #65 holding.
  • UBP Investment Advisors first reported a position in KLA in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's KLA position peaked at $1.75M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held KLA as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.