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Kula Investments’s PACCAR PCAR Stock Holding History

Kula Investments’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
Q1 		$670K Sell
9,150
-10,070
-52% -$721K 0.17% 227
2022
Q4 		$1.27M Buy
+19,220
New +$1.26M 0.37% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's PCAR Position: Q1 2023 in Review

Kula Investments reduced its PACCAR (PCAR) stake by 52% in Q1 2023, selling an estimated $721K and leaving 9,150 shares worth $670K. The position accounts for 0.17% of the portfolio, ranked #227.

Kula Investments first reported a position in PCAR in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2022. 828 funds tracked by Wall St. Rank hold PCAR as of Q1 2023.

  • Kula Investments held 9,150 shares of PACCAR worth $670K as of Q1 2023.
  • Kula Investments sold 10,070 PACCAR shares in Q1 2023, an estimated $721K.
  • PACCAR made up 0.17% of Kula Investments's portfolio in Q1 2023, its #227 holding.
  • Kula Investments first reported a position in PACCAR in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's PACCAR position peaked at $1.27M in Q4 2022.
  • 828 funds tracked by Wall St. Rank held PACCAR as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.