Evercore Wealth Management’s PACCAR PCAR Stock Holding History

Evercore 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
2021 Q2	–	Sell	-8,304	Closed	-$514K	–	434
2021 Q1	$514K	Buy	+8,304	New	+$519K	0.01%	288
2018 Q1	–	Sell	-786	Closed	-$37K	–	672
2017 Q4	$37K	Hold	786	–	–	﹤0.01%	625
2017 Q3	$38K	Hold	786	–	–	﹤0.01%	611
2017 Q2	$35K	Hold	786	–	–	﹤0.01%	627
2017 Q1	$35K	Sell	786 -41	-5%	-$1.85K	﹤0.01%	662
2016 Q4	$35K	Sell	827 -396	-32%	-$16K	﹤0.01%	663
2016 Q3	$48K	Sell	1,223 -63	-5%	-$2.4K	﹤0.01%	607
2016 Q2	$44K	Sell	1,286 -12	-0.9%	-$441	﹤0.01%	604
2016 Q1	$47K	Sell	1,298 -252	-16%	-$8.44K	﹤0.01%	578
2015 Q4	$49K	Buy	1,550 +440	+40%	+$15K	﹤0.01%	601
2015 Q3	$38K	Sell	1,110 -372	-25%	-$15.1K	﹤0.01%	634
2015 Q2	$62K	Sell	1,482 -2,111	-59%	-$91.2K	﹤0.01%	596
2015 Q1	$151K	Buy	3,593 +2,277	+173%	+$96.7K	0.01%	468
2014 Q4	$61K	Buy	1,316 +342	+35%	+$14.8K	﹤0.01%	533
2014 Q3	$37K	Buy	974 +300	+45%	+$12.5K	﹤0.01%	649
2014 Q2	$28K	Buy	674 +104	+18%	+$4.44K	﹤0.01%	690
2014 Q1	$26K	Hold	570	–	–	﹤0.01%	705
2013 Q4	$22K	Sell	570 -408	-42%	-$15.4K	﹤0.01%	670
2013 Q3	$36K	Buy	978 +408	+72%	+$15.2K	﹤0.01%	609
2013 Q2	$20K	Buy	+570	New	+$19.7K	﹤0.01%	664

Other funds holding PCAR

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

BlackRock New York $5.7T 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 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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return