Edge Wealth Management’s PACCAR PCAR Stock Holding History

Edge Wealth 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
2020 Q1	–	Sell	-11,970	Closed	-$630K	–	664
2019 Q4	$630K	Sell	11,970 -45	-0.4%	-$2.31K	0.13%	91
2019 Q3	$560K	Hold	12,015	–	–	0.13%	88
2019 Q2	$572K	Hold	12,015	–	–	0.13%	88
2019 Q1	$547K	Hold	12,015	–	–	0.13%	91
2018 Q4	$458K	Hold	12,015	–	–	0.13%	92
2018 Q3	$546K	Hold	12,015	–	–	0.13%	86
2018 Q2	$496K	Buy	+12,015	New	+$519K	0.13%	98

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Edge Wealth Management's PCAR Position: Q1 2020 in Review

Edge Wealth Management sold out of PACCAR (PCAR) in Q1 2020, closing a stake of 11,970 shares — an estimated $630K sold.

Edge Wealth Management first reported a position in PCAR in Q2 2018 and held it in 7 quarters. The position peaked at $630K in Q4 2019. 578 funds tracked by Wall St. Rank hold PCAR as of Q1 2020.

Edge Wealth Management reported no remaining PACCAR position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 11,970 PACCAR shares in Q1 2020, an estimated $630K.
Edge Wealth Management first reported a position in PACCAR in Q2 2018 and held it in 7 quarters.
Edge Wealth Management's PACCAR position peaked at $630K in Q4 2019.
578 funds tracked by Wall St. Rank held PACCAR as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.