Crestone Asset Management’s PACCAR PCAR Stock Holding History

Crestone Asset Management’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
2023 Q4	–	Sell	-3,364	Closed	-$286K	–	125
2023 Q3	$286K	Buy	+3,364	New	+$286K	0.07%	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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Crestone Asset Management's PCAR Position: Q4 2023 in Review

Crestone Asset Management sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 3,364 shares — an estimated $286K sold.

Crestone Asset Management first reported a position in PCAR in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

Crestone Asset Management reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
Crestone Asset Management sold 3,364 PACCAR shares in Q4 2023, an estimated $286K.
Crestone Asset Management first reported a position in PACCAR in Q3 2023 and held it in 1 quarter.
Crestone Asset Management's PACCAR position peaked at $286K in Q3 2023.
940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.