Bollard Group’s PACCAR PCAR Stock Holding History

Bollard Group’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	–	Sell	-37	Closed	-$3K	–	325
2023 Q3	$3K	Hold	37	–	–	﹤0.01%	312
2023 Q2	$3K	Buy	+37	New	+$2.74K	﹤0.01%	484

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bollard Group's PCAR Position: Q4 2023 in Review

Bollard Group sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 37 shares — an estimated $3K sold.

Bollard Group first reported a position in PCAR in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

Bollard Group reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 37 PACCAR shares in Q4 2023, an estimated $3K.
Bollard Group first reported a position in PACCAR in Q2 2023 and held it in 2 quarters.
Bollard Group's PACCAR position peaked at $3K in Q3 2023.
940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.