Zega Financial’s KLA KLAC Stock Holding History

Zega Financial’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 Q3	–	Sell	-2,440	Closed	-$201K	–	128
2024 Q2	$201K	Sell	2,440 -10,120	-81%	-$748K	0.04%	110
2024 Q1	$878K	Buy	12,560 +2,340	+23%	+$150K	0.3%	40
2023 Q4	$594K	Buy	+10,220	New	+$532K	0.19%	49

Other funds holding KLAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zega Financial's KLAC Position: Q3 2024 in Review

Zega Financial sold out of KLA (KLAC) in Q3 2024, closing a stake of 2,440 shares — an estimated $201K sold.

Zega Financial first reported a position in KLAC in Q4 2023 and held it in 3 quarters. The position peaked at $878K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

Zega Financial reported no remaining KLA position as of Q3 2024 after selling out during the quarter.
Zega Financial sold 2,440 KLA shares in Q3 2024, an estimated $201K.
Zega Financial first reported a position in KLA in Q4 2023 and held it in 3 quarters.
Zega Financial's KLA position peaked at $878K in Q1 2024.
1,545 funds tracked by Wall St. Rank held KLA as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.