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Estate Counselors’s PACCAR PCAR Stock Holding History

Estate Counselors’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
2021
Q1 		– Sell
-17,385
Closed -$1M – 173
2020
Q4 		$1M Buy
17,385
+6,900
+66% +$405K 0.15% 72
2020
Q3 		$596K Hold
10,485
– – 0.09% 70
2020
Q2 		$523K Buy
10,485
+405
+4% +$18.9K 0.08% 83
2020
Q1 		$411K Buy
+10,080
New +$474K 0.07% 96

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Estate Counselors's PCAR Position: Q1 2021 in Review

Estate Counselors sold out of PACCAR (PCAR) in Q1 2021, closing a stake of 17,385 shares — an estimated $1M sold.

Estate Counselors first reported a position in PCAR in Q1 2020 and held it in 4 quarters. The position peaked at $1M in Q4 2020. 675 funds tracked by Wall St. Rank hold PCAR as of Q1 2021.

  • Estate Counselors reported no remaining PACCAR position as of Q1 2021 after selling out during the quarter.
  • Estate Counselors sold 17,385 PACCAR shares in Q1 2021, an estimated $1M.
  • Estate Counselors first reported a position in PACCAR in Q1 2020 and held it in 4 quarters.
  • Estate Counselors's PACCAR position peaked at $1M in Q4 2020.
  • 675 funds tracked by Wall St. Rank held PACCAR as of Q1 2021.

Based on Estate Counselors's 13F filing for Q1 2021, filed 6 May 2021.