CA Family Wealth’s PACCAR PCAR Stock Holding History

CA Family 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
2020 Q1	–	Sell	-4,040	Closed	-$213K	–	114
2019 Q4	$213K	Buy	+4,040	New	+$208K	0.14%	118

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FMI

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

CA Family Wealth's PCAR Position: Q1 2020 in Review

CA Family Wealth sold out of PACCAR (PCAR) in Q1 2020, closing a stake of 4,040 shares — an estimated $213K sold.

CA Family Wealth first reported a position in PCAR in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 578 funds tracked by Wall St. Rank hold PCAR as of Q1 2020.

CA Family Wealth reported no remaining PACCAR position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,040 PACCAR shares in Q1 2020, an estimated $213K.
CA Family Wealth first reported a position in PACCAR in Q4 2019 and held it in 1 quarter.
CA Family Wealth's PACCAR position peaked at $213K in Q4 2019.
578 funds tracked by Wall St. Rank held PACCAR as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.