Jeppson Wealth Management’s PACCAR PCAR Stock Holding History

Jeppson Wealth Management’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
2020 Q4	–	Sell	-1,341	Closed	-$76K	–	355
2020 Q3	$76K	Buy	+1,341	New	+$75.2K	0.06%	189

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jeppson Wealth Management's PCAR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of PACCAR (PCAR) in Q4 2020, closing a stake of 1,341 shares — an estimated $76K sold.

Jeppson Wealth Management first reported a position in PCAR in Q3 2020 and held it in 1 quarter. The position peaked at $76K in Q3 2020. 657 funds tracked by Wall St. Rank hold PCAR as of Q4 2020.

Jeppson Wealth Management reported no remaining PACCAR position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 1,341 PACCAR shares in Q4 2020, an estimated $76K.
Jeppson Wealth Management first reported a position in PACCAR in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's PACCAR position peaked at $76K in Q3 2020.
657 funds tracked by Wall St. Rank held PACCAR as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.