JIR
PCAR icon

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 – 462
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 – 535
2021
Q4 		$5K Buy
+90
New +$5.2K ﹤0.01% 468
2019
Q3 		– Sell
-4,853
Closed -$232K – 631
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 – 868
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return