JF
PCAR icon

JSF Financial’s PACCAR PCAR Stock Holding History

JSF Financial’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
Q3 		– Sell
-7,055
Closed -$726K – 122
2024
Q2 		$726K Buy
7,055
+355
+5% +$39.1K 0.22% 63
2024
Q1 		$830K Sell
6,700
-1,760
-21% -$189K 0.26% 49
2023
Q4 		$826K Sell
8,460
-20
-0.2% -$1.8K 0.29% 45
2023
Q3 		$721K Sell
8,480
-133
-2% -$11.3K 0.28% 47
2023
Q2 		$720K Buy
8,613
+90
+1% +$6.66K 0.25% 50
2023
Q1 		$624K Sell
8,523
-449
-5% -$32.1K 0.23% 59
2022
Q4 		$592K Buy
+8,972
New +$586K 0.22% 66

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSF Financial's PCAR Position: Q3 2024 in Review

JSF Financial sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 7,055 shares — an estimated $726K sold.

JSF Financial first reported a position in PCAR in Q4 2022 and held it in 7 quarters. The position peaked at $830K in Q1 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • JSF Financial reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • JSF Financial sold 7,055 PACCAR shares in Q3 2024, an estimated $726K.
  • JSF Financial first reported a position in PACCAR in Q4 2022 and held it in 7 quarters.
  • JSF Financial's PACCAR position peaked at $830K in Q1 2024.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on JSF Financial's 13F filing for Q3 2024, filed 12 Nov 2024.