Gradient Investments’s PACCAR PCAR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-22	Closed	-$2.15K	–	1654
2023 Q4	$2.15K	Hold	22	–	–	﹤0.01%	1211
2023 Q3	$1.87K	Hold	22	–	–	﹤0.01%	1195
2023 Q2	$1.84K	Buy	22 +13	+144%	+$962	﹤0.01%	1181
2023 Q1	$659	Sell	9 -5	-36%	-$358	﹤0.01%	1252
2022 Q4	$891	Buy	+14	New	+$915	﹤0.01%	1219
2020 Q1	–	Sell	-24	Closed	-$1K	–	1202
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1042
2019 Q3	$1K	Buy	+24	New	+$1.09K	﹤0.01%	1032
2019 Q1	–	Sell	-255	Closed	-$10K	–	969
2018 Q4	$10K	Buy	255 +147	+136%	+$5.87K	﹤0.01%	584
2018 Q3	$5K	Sell	108 -122	-53%	-$5.38K	﹤0.01%	743
2018 Q2	$9K	Hold	230	–	–	﹤0.01%	630
2018 Q1	$10K	Buy	+230	New	+$10.9K	﹤0.01%	634
2016 Q2	–	Sell	-276	Closed	-$10K	–	767
2016 Q1	$10K	Buy	276 +235	+573%	+$7.87K	﹤0.01%	442
2015 Q4	$1K	Buy	+41	New	+$1.4K	﹤0.01%	637

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's PCAR Position: Q1 2024 in Review

Gradient Investments sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 22 shares — an estimated $2.15K sold.

Gradient Investments first reported a position in PCAR in Q4 2015 and held it in 13 quarters. The position peaked at $10K in Q4 2018. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

Gradient Investments reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 22 PACCAR shares in Q1 2024, an estimated $2.15K.
Gradient Investments first reported a position in PACCAR in Q4 2015 and held it in 13 quarters.
Gradient Investments's PACCAR position peaked at $10K in Q4 2018.
1,012 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.