Berman Capital Advisors’s PACCAR PCAR Stock Holding History

Berman Capital 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
2021 Q3	$87K	Sell	1,676 -229	-12%	-$12.7K	0.01%	484
2021 Q2	$113K	Buy	1,905 +459	+32%	+$28.1K	0.02%	351
2021 Q1	$89K	Buy	1,446 +376	+35%	+$23.5K	0.02%	336
2020 Q4	$61K	Sell	1,070 -79	-7%	-$4.64K	0.01%	352
2020 Q3	$64K	Buy	1,149 +130	+13%	+$7.29K	0.02%	291
2020 Q2	$49K	Buy	1,019 +45	+5%	+$2.1K	0.01%	328
2020 Q1	$38K	Buy	974 +404	+71%	+$19K	0.01%	350
2019 Q4	$30K	Buy	570 +1	+0.2%	+$51	0.01%	428
2019 Q3	$26K	Hold	569	–	–	0.01%	436
2019 Q2	$27K	Buy	569 +116	+26%	+$5.39K	0.01%	429
2019 Q1	$20K	Sell	453 -695	-61%	-$30.2K	0.01%	459
2018 Q4	$43K	Buy	+1,148	New	+$45.8K	0.02%	266

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's PCAR Position: Q3 2021 in Review

Berman Capital Advisors reduced its PACCAR (PCAR) stake by 12% in Q3 2021, selling an estimated $12.7K and leaving 1,676 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #484.

Berman Capital Advisors first reported a position in PCAR in Q4 2018 and has held it in 12 quarters since. The position peaked at $113K in Q2 2021. 631 funds tracked by Wall St. Rank hold PCAR as of Q3 2021.

Berman Capital Advisors held 1,676 shares of PACCAR worth $87K as of Q3 2021.
Berman Capital Advisors sold 229 PACCAR shares in Q3 2021, an estimated $12.7K.
PACCAR made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #484 holding.
Berman Capital Advisors first reported a position in PACCAR in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's PACCAR position peaked at $113K in Q2 2021.
631 funds tracked by Wall St. Rank held PACCAR as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.