Capital Advisors Inc’s PACCAR PCAR Stock Holding History

Capital Advisors Inc’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 Q3	–	Sell	-162,500	Closed	-$16.7M	–	312
2024 Q2	$16.7M	Hold	162,500	–	–	0.35%	85
2024 Q1	$20.1M	Sell	162,500 -20,000	-11%	-$2.15M	0.43%	79
2023 Q4	$17.8M	Buy	+182,500	New	+$16.4M	0.4%	80
2022 Q2	–	Sell	-399,758	Closed	-$23.5M	–	253
2022 Q1	$23.5M	Buy	399,758 +39,237	+11%	+$2.39M	0.64%	64
2021 Q4	$21.2M	Sell	360,521 -58,297	-14%	-$3.37M	0.57%	70
2021 Q3	$22M	Buy	418,818 +11,025	+3%	+$612K	0.65%	63
2021 Q2	$24.3M	Buy	407,793 +68,521	+20%	+$4.2M	0.73%	59
2021 Q1	$21M	Buy	+339,272	New	+$21.2M	0.69%	60
2017 Q1	–	Sell	-253,784	Closed	-$10.8M	–	201
2016 Q4	$10.8M	Buy	253,784 +19,311	+8%	+$779K	0.75%	41
2016 Q3	$9.19M	Buy	+234,473	New	+$8.92M	1.37%	35

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Capital Advisors Inc's PCAR Position: Q3 2024 in Review

Capital Advisors Inc sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 162,500 shares — an estimated $16.7M sold.

Capital Advisors Inc first reported a position in PCAR in Q3 2016 and held it in 10 quarters. The position peaked at $24.3M in Q2 2021. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

Capital Advisors Inc reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
Capital Advisors Inc sold 162,500 PACCAR shares in Q3 2024, an estimated $16.7M.
Capital Advisors Inc first reported a position in PACCAR in Q3 2016 and held it in 10 quarters.
Capital Advisors Inc's PACCAR position peaked at $24.3M in Q2 2021.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Capital Advisors Inc's 13F filing for Q3 2024, filed 28 Oct 2024.