DT
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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return