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Buckingham Strategic Wealth’s PACCAR PCAR Stock Holding History

Buckingham Strategic Wealth’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 		$321K Buy
3,122
+920
+42% +$101K ﹤0.01% 585
2024
Q1 		$273K Sell
2,202
-103
-4% -$11.1K ﹤0.01% 618
2023
Q4 		$225K Buy
+2,305
New +$207K ﹤0.01% 652

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

Buckingham Strategic Wealth's PCAR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its PACCAR (PCAR) stake by 42% in Q2 2024, buying an estimated $101K and bringing the position to 3,122 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Buckingham Strategic Wealth first reported a position in PCAR in Q4 2023 and has held it in 3 quarters since. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Buckingham Strategic Wealth held 3,122 shares of PACCAR worth $321K as of Q2 2024.
  • Buckingham Strategic Wealth bought 920 PACCAR shares in Q2 2024, an estimated $101K.
  • PACCAR made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #585 holding.
  • Buckingham Strategic Wealth first reported a position in PACCAR in Q4 2023 and has held it in 3 quarters since.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.