CFO4Life Group’s PACCAR PCAR Stock Holding History

CFO4Life 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
2024 Q3	–	Sell	-6,131	Closed	-$631K	–	225
2024 Q2	$631K	Buy	6,131 +50	+0.8%	+$5.51K	0.12%	96
2024 Q1	$753K	Sell	6,081 -411	-6%	-$44.2K	0.14%	84
2023 Q4	$634K	Buy	+6,492	New	+$583K	0.12%	94
2018 Q4	–	Sell	-19,466	Closed	-$885K	–	134
2018 Q3	$885K	Buy	19,466 +7,851	+68%	+$346K	0.39%	48
2018 Q2	$480K	Buy	+11,615	New	+$502K	0.2%	78

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

CFO4Life Group's PCAR Position: Q3 2024 in Review

CFO4Life Group sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 6,131 shares — an estimated $631K sold.

CFO4Life Group first reported a position in PCAR in Q2 2018 and held it in 5 quarters. The position peaked at $885K in Q3 2018. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

CFO4Life Group reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
CFO4Life Group sold 6,131 PACCAR shares in Q3 2024, an estimated $631K.
CFO4Life Group first reported a position in PACCAR in Q2 2018 and held it in 5 quarters.
CFO4Life Group's PACCAR position peaked at $885K in Q3 2018.
958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on CFO4Life Group's 13F filing for Q3 2024, filed 12 Nov 2024.