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Diversified Trust’s PACCAR PCAR Stock Holding History

Diversified Trust’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
Q1 		– Sell
-5,141
Closed -$502K – 908
2023
Q4 		$502K Sell
5,141
-1,691
-25% -$152K 0.02% 504
2023
Q3 		$581K Buy
+6,832
New +$581K 0.02% 409
2023
Q2 		– Sell
-10,174
Closed -$745K – 886
2023
Q1 		$745K Buy
+10,174
New +$728K 0.03% 330
2022
Q2 		– Sell
-6,035
Closed -$354K – 833
2022
Q1 		$354K Buy
+6,035
New +$368K 0.01% 559
2021
Q2 		– Sell
-4,580
Closed -$284K – 861
2021
Q1 		$284K Buy
4,580
+180
+4% +$11.2K 0.01% 557
2020
Q4 		$253K Sell
4,400
-442
-9% -$26K 0.01% 578
2020
Q3 		$275K Buy
+4,842
New +$272K 0.01% 475

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversified Trust's PCAR Position: Q1 2024 in Review

Diversified Trust sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 5,141 shares — an estimated $502K sold.

Diversified Trust first reported a position in PCAR in Q3 2020 and held it in 7 quarters. The position peaked at $745K in Q1 2023. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

  • Diversified Trust reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
  • Diversified Trust sold 5,141 PACCAR shares in Q1 2024, an estimated $502K.
  • Diversified Trust first reported a position in PACCAR in Q3 2020 and held it in 7 quarters.
  • Diversified Trust's PACCAR position peaked at $745K in Q1 2023.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.