Gideon Capital Advisors’s PACCAR PCAR Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-6,147	Closed	-$279K	–	392
2019 Q1	$279K	Buy	+6,147	New	+$267K	0.1%	289
2018 Q4	–	Sell	-15,239	Closed	-$693K	–	474
2018 Q3	$693K	Buy	+15,239	New	+$672K	0.33%	88
2017 Q1	–	Sell	-10,547	Closed	-$450K	–	486
2016 Q4	$450K	Sell	10,547 -26,908	-72%	-$1.09M	0.29%	109
2016 Q3	$1.47M	Buy	+37,455	New	+$1.43M	0.89%	34
2016 Q2	–	Sell	-23,330	Closed	-$851K	–	240
2016 Q1	$851K	Buy	+23,330	New	+$781K	1.06%	26
2015 Q4	–	Sell	-42,770	Closed	-$1.49M	–	258
2015 Q3	$1.49M	Buy	+42,770	New	+$1.73M	0.87%	31
2015 Q2	–	Sell	-32,774	Closed	-$1.38M	–	302
2015 Q1	$1.38M	Buy	32,774 +26,358	+411%	+$1.12M	0.56%	72
2014 Q4	$291K	Buy	+6,416	New	+$277K	0.14%	169
2014 Q3	–	Sell	-35,268	Closed	-$1.48M	–	341
2014 Q2	$1.48M	Buy	+35,268	New	+$1.51M	0.54%	64
2014 Q1	–	Sell	-12,797	Closed	-$505K	–	268
2013 Q4	$505K	Buy	+12,797	New	+$485K	0.3%	101

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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