Alera Investment Advisors’s PACCAR PCAR Stock Holding History

Alera Investment Advisors’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 Q2	–	Sell	-8,826	Closed	-$646K	–	179
2023 Q1	$646K	Sell	8,826 -1,338	-13%	-$95.8K	0.15%	86
2022 Q4	$671K	Sell	10,164 -381	-4%	-$24.9K	0.16%	80
2022 Q3	$589K	Buy	10,545 +247	+2%	+$14.4K	0.17%	86
2022 Q2	$565K	Sell	10,298 -423	-4%	-$23.8K	0.16%	97
2022 Q1	$630K	Buy	+10,721	New	+$654K	0.14%	105
2019 Q2	–	Sell	-270	Closed	-$12K	–	738
2019 Q1	$12K	Buy	270 +51	+23%	+$2.22K	0.01%	424
2018 Q4	$8K	Buy	+219	New	+$8.74K	﹤0.01%	498

Other funds holding PCAR

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alera Investment Advisors's PCAR Position: Q2 2023 in Review

Alera Investment Advisors sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 8,826 shares — an estimated $646K sold.

Alera Investment Advisors first reported a position in PCAR in Q4 2018 and held it in 7 quarters. The position peaked at $671K in Q4 2022. 843 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

Alera Investment Advisors reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
Alera Investment Advisors sold 8,826 PACCAR shares in Q2 2023, an estimated $646K.
Alera Investment Advisors first reported a position in PACCAR in Q4 2018 and held it in 7 quarters.
Alera Investment Advisors's PACCAR position peaked at $671K in Q4 2022.
843 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on Alera Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.