UR
KLAC icon

USCA RIA’s KLA KLAC Stock Holding History

USCA RIA’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
2021
Q2 		$3.41M Buy
105,060
+980
+0.9% +$31.4K 0.21% 139
2021
Q1 		$3.44M Buy
+104,080
New +$3.14M 0.23% 126
2020
Q3 		– Sell
-115,270
Closed -$2.24M – 492
2020
Q2 		$2.24M Buy
115,270
+2,700
+2% +$46.2K 0.2% 109
2020
Q1 		$1.62M Buy
+112,570
New +$1.81M 0.19% 119
2019
Q1 		– Sell
-336,490
Closed -$3.01M – 448
2018
Q4 		$3.01M Buy
336,490
+79,960
+31% +$745K 0.4% 82
2018
Q3 		$2.61M Buy
256,530
+10,260
+4% +$112K 0.27% 126
2018
Q2 		$2.52M Buy
+246,270
New +$2.68M 0.27% 118
2014
Q2 		– Sell
-125,360
Closed -$867K – 300
2014
Q1 		$867K Buy
+125,360
New +$811K 0.31% 97

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USCA RIA's KLAC Position: Q2 2021 in Review

USCA RIA increased its KLA (KLAC) stake by 0.94% in Q2 2021, buying an estimated $31.4K and bringing the position to 105,060 shares worth $3.41M. The position accounts for 0.21% of the portfolio, ranked #139.

USCA RIA first reported a position in KLAC in Q1 2014 and has held it in 8 quarters since. The position peaked at $3.44M in Q1 2021. 948 funds tracked by Wall St. Rank hold KLAC as of Q2 2021.

  • USCA RIA held 105,060 shares of KLA worth $3.41M as of Q2 2021.
  • USCA RIA bought 980 KLA shares in Q2 2021, an estimated $31.4K.
  • KLA made up 0.21% of USCA RIA's portfolio in Q2 2021, its #139 holding.
  • USCA RIA first reported a position in KLA in Q1 2014 and has held it in 8 quarters since.
  • USCA RIA's KLA position peaked at $3.44M in Q1 2021.
  • 948 funds tracked by Wall St. Rank held KLA as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.