Ergoteles’s PACCAR PCAR Stock Holding History

Ergoteles’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 Q1	–	Sell	-15,275	Closed	-$1.01M	–	1641
2022 Q4	$1.01M	Buy	+15,275	New	+$998K	0.04%	454
2022 Q3	–	Sell	-19,977	Closed	-$1.1M	–	1873
2022 Q2	$1.1M	Buy	+19,977	New	+$1.13M	0.03%	512

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ergoteles's PCAR Position: Q1 2023 in Review

Ergoteles sold out of PACCAR (PCAR) in Q1 2023, closing a stake of 15,275 shares — an estimated $1.01M sold.

Ergoteles first reported a position in PCAR in Q2 2022 and held it in 2 quarters. The position peaked at $1.1M in Q2 2022. 828 funds tracked by Wall St. Rank hold PCAR as of Q1 2023.

Ergoteles reported no remaining PACCAR position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 15,275 PACCAR shares in Q1 2023, an estimated $1.01M.
Ergoteles first reported a position in PACCAR in Q2 2022 and held it in 2 quarters.
Ergoteles's PACCAR position peaked at $1.1M in Q2 2022.
828 funds tracked by Wall St. Rank held PACCAR as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.