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Cooper Financial Group’s PACCAR PCAR Stock Holding History

Cooper Financial 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
Q2 		– Sell
-1,694
Closed -$210K – 389
2024
Q1 		$210K Buy
+1,694
New +$182K 0.03% 334

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

Cooper Financial Group's PCAR Position: Q2 2024 in Review

Cooper Financial Group sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,694 shares — an estimated $210K sold.

Cooper Financial Group first reported a position in PCAR in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Cooper Financial Group reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Cooper Financial Group sold 1,694 PACCAR shares in Q2 2024, an estimated $210K.
  • Cooper Financial Group first reported a position in PACCAR in Q1 2024 and held it in 1 quarter.
  • Cooper Financial Group's PACCAR position peaked at $210K in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Cooper Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.