Algert Global’s PACCAR PCAR Stock Holding History

Algert Global’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
2022 Q3	–	Sell	-11,576	Closed	-$635K	–	1297
2022 Q2	$635K	Buy	11,576 +582	+5%	+$32.8K	0.05%	675
2022 Q1	$645K	Buy	+10,994	New	+$671K	0.04%	718
2021 Q1	–	Sell	-10,950	Closed	-$630K	–	504
2020 Q4	$630K	Sell	10,950 -12,941	-54%	-$760K	0.18%	185
2020 Q3	$1.36M	Buy	23,891 +13,901	+139%	+$780K	0.43%	84
2020 Q2	$499K	Sell	9,990 -13,685	-58%	-$640K	0.17%	186
2020 Q1	$965K	Sell	23,675 -2,194	-8%	-$103K	0.41%	78
2019 Q4	$1.36M	Sell	25,869 -25,500	-50%	-$1.31M	0.41%	92
2019 Q3	$2.4M	Buy	51,369 +441	+0.9%	+$20.1K	0.89%	22
2019 Q2	$2.43M	Buy	50,928 +35,805	+237%	+$1.66M	0.9%	19
2019 Q1	$687K	Buy	+15,123	New	+$658K	0.39%	94
2018 Q3	–	Sell	-42,152	Closed	-$1.74M	–	377
2018 Q2	$1.74M	Buy	42,152 +24,006	+132%	+$1.04M	0.36%	106
2018 Q1	$800K	Hold	18,146	–	–	0.16%	207
2017 Q4	$860K	Buy	+18,146	New	+$858K	0.2%	181

Other funds holding PCAR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

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

Geode Capital Management

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

Bank of America

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

T. Rowe Price Associates

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

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return