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Biltmore Wealth Management’s PACCAR PCAR Stock Holding History

Biltmore 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
2018
Q4 		– Sell
-5,145
Closed -$234K – 42
2018
Q3 		$234K Sell
5,145
-10,806
-68% -$477K 0.19% 39
2018
Q2 		$659K Buy
15,951
+525
+3% +$22.7K 0.6% 22
2018
Q1 		$681K Sell
15,426
-149
-1% -$7.05K 0.65% 20
2017
Q4 		$738K Buy
15,575
+308
+2% +$14.6K 0.67% 20
2017
Q3 		$736K Sell
15,267
-347
-2% -$15.7K 0.77% 18
2017
Q2 		$687K Buy
15,614
+458
+3% +$19.8K 0.77% 20
2017
Q1 		$679K Sell
15,156
-258
-2% -$11.6K 0.63% 19
2016
Q4 		$657K Hold
15,414
– – 0.61% 15
2016
Q3 		$604K Sell
15,414
-2,766
-15% -$105K 0.54% 16
2016
Q2 		$629K Hold
18,180
– – 0.53% 17
2016
Q1 		$663K Sell
18,180
-294
-2% -$9.85K 0.56% 18
2015
Q4 		$584K Buy
18,474
+1,855
+11% +$63.2K 0.52% 23
2015
Q3 		$578K Sell
16,619
-70
-0.4% -$2.84K 0.52% 25
2015
Q2 		$710K Sell
16,689
-320
-2% -$13.8K 0.59% 24
2015
Q1 		$716K Sell
17,009
-70
-0.4% -$2.97K 0.6% 26
2014
Q4 		$774K Buy
+17,079
New +$737K 0.67% 23

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Biltmore Wealth Management's PCAR Position: Q4 2018 in Review

Biltmore Wealth Management sold out of PACCAR (PCAR) in Q4 2018, closing a stake of 5,145 shares — an estimated $234K sold.

Biltmore Wealth Management first reported a position in PCAR in Q4 2014 and held it in 16 quarters. The position peaked at $774K in Q4 2014. 577 funds tracked by Wall St. Rank hold PCAR as of Q4 2018.

  • Biltmore Wealth Management reported no remaining PACCAR position as of Q4 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 5,145 PACCAR shares in Q4 2018, an estimated $234K.
  • Biltmore Wealth Management first reported a position in PACCAR in Q4 2014 and held it in 16 quarters.
  • Biltmore Wealth Management's PACCAR position peaked at $774K in Q4 2014.
  • 577 funds tracked by Wall St. Rank held PACCAR as of Q4 2018.

Based on Biltmore Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.