Freedom Investment Management’s PACCAR PCAR Stock Holding History

Freedom Investment 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
2025 Q1	–	Sell	-4,963	Closed	-$516K	–	799
2024 Q4	$516K	Sell	4,963 -2,900	-37%	-$317K	0.04%	424
2024 Q3	$776K	Sell	7,863 -4,042	-34%	-$395K	0.06%	314
2024 Q2	$1.23M	Buy	11,905 +273	+2%	+$30.1K	0.1%	195
2024 Q1	$1.44M	Buy	11,632 +885	+8%	+$95.1K	0.12%	167
2023 Q4	$1.05M	Buy	10,747 +90	+0.8%	+$8.08K	0.09%	232
2023 Q3	$906K	Sell	10,657 -62	-0.6%	-$5.27K	0.11%	230
2023 Q2	$897K	Sell	10,719 -1,011	-9%	-$74.8K	0.1%	264
2023 Q1	$859K	Buy	11,730 +5,262	+81%	+$377K	0.1%	270
2022 Q4	$427K	Buy	+6,468	New	+$423K	0.05%	476
2018 Q3	–	Sell	-8,855	Closed	-$366K	–	947
2018 Q2	$366K	Sell	8,855 -786	-8%	-$34K	0.02%	683
2018 Q1	$425K	Buy	+9,641	New	+$456K	0.02%	703
2017 Q3	–	Sell	-8,634	Closed	-$380K	–	1135
2017 Q2	$380K	Buy	+8,634	New	+$373K	0.02%	680
2017 Q1	–	Sell	-7,692	Closed	-$328K	–	1101
2016 Q4	$328K	Buy	+7,692	New	+$310K	0.02%	653

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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