Kaizen Advisory’s PACCAR PCAR Stock Holding History

Kaizen Advisory’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
2018 Q4	$53K	Buy	1,403 +191	+16%	+$7.62K	0.04%	317
2018 Q3	$55K	Hold	1,212	–	–	0.03%	317
2018 Q2	$50K	Buy	1,212 +699	+136%	+$30.2K	0.03%	334
2018 Q1	$23K	Hold	513	–	–	0.02%	306
2017 Q4	$24K	Buy	+513	New	+$24.3K	0.01%	292

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kaizen Advisory's PCAR Position: Q4 2018 in Review

Kaizen Advisory increased its PACCAR (PCAR) stake by 16% in Q4 2018, buying an estimated $7.62K and bringing the position to 1,403 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #317.

Kaizen Advisory first reported a position in PCAR in Q4 2017 and has held it in 5 quarters since. The position peaked at $55K in Q3 2018. 576 funds tracked by Wall St. Rank hold PCAR as of Q4 2018.

Kaizen Advisory held 1,403 shares of PACCAR worth $53K as of Q4 2018.
Kaizen Advisory bought 191 PACCAR shares in Q4 2018, an estimated $7.62K.
PACCAR made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #317 holding.
Kaizen Advisory first reported a position in PACCAR in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's PACCAR position peaked at $55K in Q3 2018.
576 funds tracked by Wall St. Rank held PACCAR as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.