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FormulaFolio Investments’s PACCAR PCAR Stock Holding History

FormulaFolio Investments’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
2019
Q1 		– Sell
-20,093
Closed -$913K – 376
2018
Q4 		$913K Sell
20,093
-117
-0.6% -$4.67K 0.04% 143
2018
Q3 		$919K Sell
20,210
-649
-3% -$28.6K 0.04% 142
2018
Q2 		$862K Sell
20,859
-714
-3% -$30.9K 0.04% 144
2018
Q1 		$952K Sell
21,573
-309
-1% -$14.6K 0.06% 108
2017
Q4 		$1.04M Sell
21,882
-738
-3% -$34.9K 0.07% 97
2017
Q3 		$1.09M Buy
22,620
+7,026
+45% +$317K 0.08% 71
2017
Q2 		$687K Buy
+15,594
New +$674K 0.06% 99

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FormulaFolio Investments's PCAR Position: Q1 2019 in Review

FormulaFolio Investments sold out of PACCAR (PCAR) in Q1 2019, closing a stake of 20,093 shares — an estimated $913K sold.

FormulaFolio Investments first reported a position in PCAR in Q2 2017 and held it in 7 quarters. The position peaked at $1.09M in Q3 2017. 609 funds tracked by Wall St. Rank hold PCAR as of Q1 2019.

  • FormulaFolio Investments reported no remaining PACCAR position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 20,093 PACCAR shares in Q1 2019, an estimated $913K.
  • FormulaFolio Investments first reported a position in PACCAR in Q2 2017 and held it in 7 quarters.
  • FormulaFolio Investments's PACCAR position peaked at $1.09M in Q3 2017.
  • 609 funds tracked by Wall St. Rank held PACCAR as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.