Howe & Rusling’s PACCAR PCAR Stock Holding History

Howe & Rusling’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
2021 Q2	–	Sell	-33	Closed	-$2K	–	1009
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	831
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	820
2020 Q3	$2K	Hold	33	–	–	﹤0.01%	729
2020 Q2	$2K	Buy	33 +4	+14%	+$187	﹤0.01%	693
2020 Q1	$1K	Sell	29 -3	-9%	-$141	﹤0.01%	731
2019 Q4	$2K	Buy	32 +6	+23%	+$309	﹤0.01%	693
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	781
2019 Q2	$1K	Sell	26 -4	-13%	-$186	﹤0.01%	760
2019 Q1	$1K	Sell	30 -17	-36%	-$740	﹤0.01%	759
2018 Q4	$2K	Sell	47 -3	-6%	-$120	﹤0.01%	679
2018 Q3	$2K	Buy	50 +15	+43%	+$662	﹤0.01%	727
2018 Q2	$1K	Buy	35 +9	+35%	+$389	﹤0.01%	764
2018 Q1	$1K	Sell	26 -4	-13%	-$189	﹤0.01%	870
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	794
2017 Q3	$1K	Buy	+30	New	+$1.35K	﹤0.01%	838

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return