Zeke Capital Advisors’s KLA KLAC Stock Holding History

Zeke Capital 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 Q4	$353K	Sell	9,350 -340	-4%	-$11.8K	0.02%	303
2022 Q3	$293K	Hold	9,690	–	–	0.02%	318
2022 Q2	$309K	Buy	9,690 +3,760	+63%	+$126K	0.02%	315
2022 Q1	$217K	Buy	+5,930	New	+$222K	0.01%	463
2020 Q1	–	Sell	-41,620	Closed	-$742K	–	383
2019 Q4	$742K	Buy	41,620 +1,940	+5%	+$32.5K	0.06%	283
2019 Q3	$633K	Buy	39,680 +3,170	+9%	+$44.3K	0.06%	308
2019 Q2	$432K	Buy	36,510 +520	+1%	+$6.01K	0.04%	384
2019 Q1	$430K	Sell	35,990 -1,660	-4%	-$17.9K	0.04%	390
2018 Q4	$337K	Sell	37,650 -260	-0.7%	-$2.42K	0.03%	413
2018 Q3	$386K	Hold	37,910	–	–	0.03%	459
2018 Q2	$389K	Hold	37,910	–	–	0.04%	350
2018 Q1	$413K	Buy	37,910 +1,920	+5%	+$21.4K	0.04%	381
2017 Q4	$378K	Hold	35,990	–	–	0.04%	346
2017 Q3	$381K	Buy	+35,990	New	+$344K	0.05%	276

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zeke Capital Advisors's KLAC Position: Q4 2022 in Review

Zeke Capital Advisors reduced its KLA (KLAC) stake by 3.5% in Q4 2022, selling an estimated $11.8K and leaving 9,350 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #303.

Zeke Capital Advisors first reported a position in KLAC in Q3 2017 and has held it in 14 quarters since. The position peaked at $742K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold KLAC as of Q4 2022.

Zeke Capital Advisors held 9,350 shares of KLA worth $353K as of Q4 2022.
Zeke Capital Advisors sold 340 KLA shares in Q4 2022, an estimated $11.8K.
KLA made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #303 holding.
Zeke Capital Advisors first reported a position in KLA in Q3 2017 and has held it in 14 quarters since.
Zeke Capital Advisors's KLA position peaked at $742K in Q4 2019.
1,129 funds tracked by Wall St. Rank held KLA as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.