James Investment Research’s PACCAR PCAR Stock Holding History

James Investment Research’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
2023 Q2	–	Sell	-808	Closed	-$59K	–	461
2023 Q1	$59K	Buy	808 +305	+61%	+$21.8K	0.01%	348
2022 Q4	$33K	Hold	503	–	–	﹤0.01%	390
2022 Q3	$28K	Buy	+503	New	+$29.2K	﹤0.01%	413
2022 Q1	–	Sell	-90	Closed	-$5K	–	534
2021 Q4	$5K	Buy	+90	New	+$5.2K	﹤0.01%	468
2019 Q3	–	Sell	-4,853	Closed	-$232K	–	630
2019 Q2	$232K	Sell	4,853 -10,080	-68%	-$468K	0.02%	327
2019 Q1	$678K	Buy	+14,933	New	+$650K	0.04%	353
2018 Q4	–	Sell	-43,980	Closed	-$2M	–	867
2018 Q3	$2M	Sell	43,980 -1,560	-3%	-$68.8K	0.08%	393
2018 Q2	$1.88M	Buy	45,540 +4,860	+12%	+$210K	0.07%	397
2018 Q1	$1.79M	Buy	+40,680	New	+$1.92M	0.07%	381

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 $3.38T AUM 44.17% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

James Investment Research's PCAR Position: Q2 2023 in Review

James Investment Research sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 808 shares — an estimated $59K sold.

James Investment Research first reported a position in PCAR in Q1 2018 and held it in 9 quarters. The position peaked at $2M in Q3 2018. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

James Investment Research reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 808 PACCAR shares in Q2 2023, an estimated $59K.
James Investment Research first reported a position in PACCAR in Q1 2018 and held it in 9 quarters.
James Investment Research's PACCAR position peaked at $2M in Q3 2018.
842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.