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Advisor Partners II’s PACCAR PCAR Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.89M Buy
22,246
+1,753
+9% +$149K 0.08% 286
2023
Q2 		$1.71M Buy
20,493
+1,932
+10% +$143K 0.08% 255
2023
Q1 		$1.36M Buy
18,561
+1,425
+8% +$102K 0.07% 277
2022
Q4 		$1.13M Buy
17,136
+1,960
+13% +$128K 0.07% 303
2022
Q3 		$847K Buy
+15,176
New +$882K 0.06% 307

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Partners II's PCAR Position: Q3 2023 in Review

Advisor Partners II increased its PACCAR (PCAR) stake by 8.6% in Q3 2023, buying an estimated $149K and bringing the position to 22,246 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #286.

Advisor Partners II first reported a position in PCAR in Q3 2022 and has held it in 5 quarters since. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

  • Advisor Partners II held 22,246 shares of PACCAR worth $1.89M as of Q3 2023.
  • Advisor Partners II bought 1,753 PACCAR shares in Q3 2023, an estimated $149K.
  • PACCAR made up 0.08% of Advisor Partners II's portfolio in Q3 2023, its #286 holding.
  • Advisor Partners II first reported a position in PACCAR in Q3 2022 and has held it in 5 quarters since.
  • 858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.