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Advisor Group’s PACCAR PCAR Stock Holding History

Advisor Group’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.58M Sell
48,927
-6,704
-12% -$345K 0.02% 698
2019
Q3 		$2.6M Buy
55,631
+528
+1% +$24.1K 0.02% 651
2019
Q2 		$2.63M Sell
55,103
-2,839
-5% -$132K 0.02% 642
2019
Q1 		$2.63M Sell
57,942
-651
-1% -$28.3K 0.02% 621
2018
Q4 		$2.23M Sell
58,593
-6,618
-10% -$264K 0.02% 596
2018
Q3 		$2.96M Buy
65,211
+55,995
+608% +$2.47M 0.03% 500
2018
Q2 		$380K Sell
9,216
-12,173
-57% -$526K 0.01% 1520
2018
Q1 		$943K Buy
21,389
+5,870
+38% +$278K 0.01% 908
2017
Q4 		$735K Sell
15,519
-31,875
-67% -$1.51M 0.01% 1087
2017
Q3 		$2.29M Buy
47,394
+3,109
+7% +$140K 0.04% 460
2017
Q2 		$1.95M Buy
44,285
+2,108
+5% +$91.1K 0.03% 490
2017
Q1 		$1.89M Buy
42,177
+3,282
+8% +$148K 0.04% 484
2016
Q4 		$1.66M Buy
38,895
+34,660
+818% +$1.4M 0.04% 478
2016
Q3 		$166K Sell
4,235
-2,257
-35% -$85.9K ﹤0.01% 1662
2016
Q2 		$222K Buy
+6,492
New +$239K 0.01% 1391

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Advisor Group's PCAR Position: Q4 2019 in Review

Advisor Group reduced its PACCAR (PCAR) stake by 12% in Q4 2019, selling an estimated $345K and leaving 48,927 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #698.

Advisor Group first reported a position in PCAR in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.96M in Q3 2018. 642 funds tracked by Wall St. Rank hold PCAR as of Q4 2019.

  • Advisor Group held 48,927 shares of PACCAR worth $2.58M as of Q4 2019.
  • Advisor Group sold 6,704 PACCAR shares in Q4 2019, an estimated $345K.
  • PACCAR made up 0.02% of Advisor Group's portfolio in Q4 2019, its #698 holding.
  • Advisor Group first reported a position in PACCAR in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's PACCAR position peaked at $2.96M in Q3 2018.
  • 642 funds tracked by Wall St. Rank held PACCAR as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.