Fortis Advisors’s PACCAR PCAR Stock Holding History

Fortis Advisors’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 Q2	–	Sell	-7,512	Closed	-$306K	–	280
2020 Q1	$306K	Buy	7,512 +4,512	+150%	+$212K	0.21%	51
2019 Q4	$158K	Hold	3,000	–	–	0.1%	146
2019 Q3	$140K	Hold	3,000	–	–	0.07%	159
2019 Q2	$143K	Hold	3,000	–	–	0.07%	154
2019 Q1	$136K	Hold	3,000	–	–	0.07%	150
2018 Q4	$114K	Hold	3,000	–	–	0.07%	156
2018 Q3	$136K	Hold	3,000	–	–	0.08%	118
2018 Q2	$124K	Hold	3,000	–	–	0.07%	125
2018 Q1	$132K	Hold	3,000	–	–	0.07%	101
2017 Q4	$142K	Hold	3,000	–	–	0.09%	92
2017 Q3	$145K	Buy	+3,000	New	+$135K	0.1%	80
2017 Q1	–	Sell	-5,160	Closed	-$220K	–	85
2016 Q4	$220K	Buy	+5,160	New	+$208K	0.24%	32

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fortis Advisors's PCAR Position: Q2 2020 in Review

Fortis Advisors sold out of PACCAR (PCAR) in Q2 2020, closing a stake of 7,512 shares — an estimated $306K sold.

Fortis Advisors first reported a position in PCAR in Q4 2016 and held it in 12 quarters. The position peaked at $306K in Q1 2020. 570 funds tracked by Wall St. Rank hold PCAR as of Q2 2020.

Fortis Advisors reported no remaining PACCAR position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 7,512 PACCAR shares in Q2 2020, an estimated $306K.
Fortis Advisors first reported a position in PACCAR in Q4 2016 and held it in 12 quarters.
Fortis Advisors's PACCAR position peaked at $306K in Q1 2020.
570 funds tracked by Wall St. Rank held PACCAR as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.