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Willow Creek Wealth Management’s KLA KLAC Stock Holding History

Willow Creek Wealth 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
2022
Q3 		– Sell
-220,310
Closed -$7.03M – 128
2022
Q2 		$7.03M Hold
220,310
– – 1.3% 15
2022
Q1 		$8.06M Hold
220,310
– – 1.62% 13
2021
Q4 		$9.48M Hold
220,310
– – 1.96% 11
2021
Q3 		$7.37M Hold
220,310
– – 1.63% 13
2021
Q2 		$7.14M Buy
+220,310
New +$7.06M 1.7% 11

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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

Willow Creek Wealth Management's KLAC Position: Q3 2022 in Review

Willow Creek Wealth Management sold out of KLA (KLAC) in Q3 2022, closing a stake of 220,310 shares — an estimated $7.03M sold.

Willow Creek Wealth Management first reported a position in KLAC in Q2 2021 and held it in 5 quarters. The position peaked at $9.48M in Q4 2021. 1,058 funds tracked by Wall St. Rank hold KLAC as of Q3 2022.

  • Willow Creek Wealth Management reported no remaining KLA position as of Q3 2022 after selling out during the quarter.
  • Willow Creek Wealth Management sold 220,310 KLA shares in Q3 2022, an estimated $7.03M.
  • Willow Creek Wealth Management first reported a position in KLA in Q2 2021 and held it in 5 quarters.
  • Willow Creek Wealth Management's KLA position peaked at $9.48M in Q4 2021.
  • 1,058 funds tracked by Wall St. Rank held KLA as of Q3 2022.

Based on Willow Creek Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.