Baystate Wealth Management’s PACCAR PCAR Stock Holding History

Baystate Wealth Management’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 Q4	$1.95K	Buy	19 +1	+6%	+$90	﹤0.01%	1066
2023 Q3	$1.56K	Hold	18	–	–	﹤0.01%	836
2023 Q2	$1.53K	Hold	18	–	–	﹤0.01%	887
2023 Q1	$1.34K	Buy	18 +1	+6%	+$72	﹤0.01%	897
2022 Q4	$1K	Hold	17	–	–	﹤0.01%	890
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	837
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	858
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	844
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	840
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	788
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	759
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	688
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	641
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	606
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	617
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	565
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	588
2019 Q3	$1K	Buy	17 +2	+13%	+$91	﹤0.01%	543
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	591
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	606
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	611
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	624
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	635
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	603
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	597
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	579
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	607
2017 Q1	$1K	Buy	+15	New	+$676	﹤0.01%	573

Other funds holding PCAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baystate Wealth Management's PCAR Position: Q4 2023 in Review

Baystate Wealth Management increased its PACCAR (PCAR) stake by 5.6% in Q4 2023, buying an estimated $90 and bringing the position to 19 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Baystate Wealth Management first reported a position in PCAR in Q1 2017 and has held it in 28 quarters since. 941 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

Baystate Wealth Management held 19 shares of PACCAR worth $1.95K as of Q4 2023.
Baystate Wealth Management bought 1 PACCAR share in Q4 2023, an estimated $90.
PACCAR made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1066 holding.
Baystate Wealth Management first reported a position in PACCAR in Q1 2017 and has held it in 28 quarters since.
941 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.