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	–	1655
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	–	768
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 $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return