Wintrust Investments’s KLA KLAC Stock Holding History

Wintrust Investments’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
2024 Q4	$265K	Buy	4,200 +210	+5%	+$14.2K	0.23%	69
2024 Q3	$309K	Sell	3,990 -34,810	-90%	-$2.73M	0.23%	76
2024 Q2	$3.2M	Buy	38,800 +440	+1%	+$32.5K	0.26%	66
2024 Q1	$2.68M	Buy	38,360 +4,060	+12%	+$261K	0.24%	88
2023 Q4	$1.99M	Buy	34,300 +1,010	+3%	+$52.6K	0.19%	107
2023 Q3	$1.53M	Buy	33,290 +3,900	+13%	+$187K	0.16%	128
2023 Q2	$1.43M	Buy	29,390 +3,410	+13%	+$142K	0.14%	136
2023 Q1	$1.04M	Buy	25,980 +5,870	+29%	+$231K	0.13%	130
2022 Q4	$758K	Buy	20,110 +10,810	+116%	+$377K	0.1%	166
2022 Q3	$281K	Buy	+9,300	New	+$322K	0.04%	314

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wintrust Investments's KLAC Position: Q4 2024 in Review

Wintrust Investments increased its KLA (KLAC) stake by 5.3% in Q4 2024, buying an estimated $14.2K and bringing the position to 4,200 shares worth $265K. The position accounts for 0.23% of the portfolio, ranked #69.

Wintrust Investments first reported a position in KLAC in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.2M in Q2 2024. 1,551 funds tracked by Wall St. Rank hold KLAC as of Q4 2024.

Wintrust Investments held 4,200 shares of KLA worth $265K as of Q4 2024.
Wintrust Investments bought 210 KLA shares in Q4 2024, an estimated $14.2K.
KLA made up 0.23% of Wintrust Investments's portfolio in Q4 2024, its #69 holding.
Wintrust Investments first reported a position in KLA in Q3 2022 and has held it in 10 quarters since.
Wintrust Investments's KLA position peaked at $3.2M in Q2 2024.
1,551 funds tracked by Wall St. Rank held KLA as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.