GIA
PCAR icon

Gladstone Institutional Advisory’s PACCAR PCAR Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-2,370
Closed -$244K – 719
2024
Q2 		$244K Sell
2,370
-6,503
-73% -$717K 0.01% 581
2024
Q1 		$1.1M Sell
8,873
-1,221
-12% -$131K 0.06% 282
2023
Q4 		$986K Buy
10,094
+186
+2% +$16.7K 0.06% 291
2023
Q3 		$842K Buy
9,908
+1,156
+13% +$98.3K 0.05% 290
2023
Q2 		$732K Sell
8,752
-1,181
-12% -$87.4K 0.04% 332
2023
Q1 		$727K Buy
+9,933
New +$711K 0.05% 341

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's PCAR Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 2,370 shares — an estimated $244K sold.

Gladstone Institutional Advisory first reported a position in PCAR in Q1 2023 and held it in 6 quarters. The position peaked at $1.1M in Q1 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,370 PACCAR shares in Q3 2024, an estimated $244K.
  • Gladstone Institutional Advisory first reported a position in PACCAR in Q1 2023 and held it in 6 quarters.
  • Gladstone Institutional Advisory's PACCAR position peaked at $1.1M in Q1 2024.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.