GA
PCAR icon

Geller Advisors’s PACCAR PCAR Stock Holding History

Geller 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
2024
Q4 		$322K Sell
3,012
-518
-15% -$56.7K 0.02% 189
2024
Q3 		$348K Sell
3,530
-412
-10% -$40.3K 0.02% 181
2024
Q2 		$406K Sell
3,942
-45
-1% -$4.96K 0.03% 166
2024
Q1 		$494K Sell
3,987
-16
-0.4% -$1.72K 0.04% 142
2023
Q4 		$404K Sell
4,003
-185
-4% -$16.6K 0.04% 161
2023
Q3 		$356K Buy
4,188
+297
+8% +$25.3K 0.04% 159
2023
Q2 		$325K Buy
3,891
+648
+20% +$47.9K 0.04% 173
2023
Q1 		$237K Buy
+3,243
New +$232K 0.04% 152

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
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's PCAR Position: Q4 2024 in Review

Geller Advisors reduced its PACCAR (PCAR) stake by 15% in Q4 2024, selling an estimated $56.7K and leaving 3,012 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #189.

Geller Advisors first reported a position in PCAR in Q1 2023 and has held it in 8 quarters since. The position peaked at $494K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Geller Advisors held 3,012 shares of PACCAR worth $322K as of Q4 2024.
  • Geller Advisors sold 518 PACCAR shares in Q4 2024, an estimated $56.7K.
  • PACCAR made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #189 holding.
  • Geller Advisors first reported a position in PACCAR in Q1 2023 and has held it in 8 quarters since.
  • Geller Advisors's PACCAR position peaked at $494K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.