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AXS Investments’s PACCAR PCAR Stock Holding History

AXS Investments’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
2024
Q2 		– Sell
-3,500
Closed -$434K – 283
2024
Q1 		$434K Buy
3,500
+1,000
+40% +$107K 0.1% 229
2023
Q4 		$244K Buy
+2,500
New +$225K 0.06% 272
2023
Q1 		– Sell
-2,265
Closed -$149K – 408
2022
Q4 		$149K Buy
+2,265
New +$148K 0.05% 211

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXS Investments's PCAR Position: Q2 2024 in Review

AXS Investments sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 3,500 shares — an estimated $434K sold.

AXS Investments first reported a position in PCAR in Q4 2022 and held it in 3 quarters. The position peaked at $434K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • AXS Investments reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 3,500 PACCAR shares in Q2 2024, an estimated $434K.
  • AXS Investments first reported a position in PACCAR in Q4 2022 and held it in 3 quarters.
  • AXS Investments's PACCAR position peaked at $434K in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.