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Convergence Investment Partners’s PACCAR PCAR Stock Holding History

Convergence Investment Partners’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 		– Sell
-3,313
Closed -$410K – 279
2024
Q1 		$410K Buy
3,313
+64
+2% +$6.88K 0.16% 152
2023
Q4 		$317K Buy
+3,249
New +$292K 0.17% 130
2023
Q2 		– Sell
-3,188
Closed -$233K – 192
2023
Q1 		$233K Buy
+3,188
New +$228K 0.14% 150
2018
Q2 		– Sell
-2,075
Closed -$91K – 726
2018
Q1 		$91K Buy
+2,075
New +$98.2K 0.01% 360
2015
Q1 		– Sell
-44,034
Closed -$2M – 404
2014
Q4 		$2M Buy
+44,034
New +$1.9M 0.27% 139

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Investment Partners's PCAR Position: Q2 2024 in Review

Convergence Investment Partners sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 3,313 shares — an estimated $410K sold.

Convergence Investment Partners first reported a position in PCAR in Q4 2014 and held it in 5 quarters. The position peaked at $2M in Q4 2014. 1,021 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Convergence Investment Partners reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 3,313 PACCAR shares in Q2 2024, an estimated $410K.
  • Convergence Investment Partners first reported a position in PACCAR in Q4 2014 and held it in 5 quarters.
  • Convergence Investment Partners's PACCAR position peaked at $2M in Q4 2014.
  • 1,021 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Convergence Investment Partners's 13F filing for Q2 2024, filed 1 Aug 2024.