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Ladenburg Thalmann Financial Services’s PACCAR PCAR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$2.36M Sell
44,793
-3,209
-7% -$165K 0.01% 779
2019
Q3 		$2.24M Sell
48,002
-5,256
-10% -$240K 0.02% 765
2019
Q2 		$2.56M Sell
53,258
-4,305
-7% -$200K 0.02% 702
2019
Q1 		$2.62M Buy
57,563
+5,886
+11% +$256K 0.02% 664
2018
Q4 		$1.98M Sell
51,677
-18,811
-27% -$751K 0.02% 666
2018
Q3 		$3.21M Buy
70,488
+25,210
+56% +$1.11M 0.03% 542
2018
Q2 		$1.99M Hold
45,278
– – 0.02% 701
2018
Q1 		$1.99M Buy
45,278
+5,153
+13% +$244K 0.02% 701
2017
Q4 		$1.9M Buy
40,125
+22,116
+123% +$1.05M 0.02% 716
2017
Q3 		$868K Buy
18,009
+456
+3% +$20.6K 0.01% 1083
2017
Q2 		$772K Buy
17,553
+322
+2% +$13.9K 0.01% 1103
2017
Q1 		$771K Buy
17,231
+74
+0.4% +$3.33K 0.01% 1039
2016
Q4 		$732K Sell
17,157
-3,141
-15% -$127K 0.01% 1033
2016
Q3 		$795K Sell
20,298
-1,869
-8% -$71.1K 0.01% 923
2016
Q2 		$767K Sell
22,167
-2,241
-9% -$82.4K 0.01% 889
2016
Q1 		$890K Sell
24,408
-840
-3% -$28.1K 0.02% 758
2015
Q4 		$798K Sell
25,248
-1,035
-4% -$35.3K 0.01% 789
2015
Q3 		$915K Sell
26,283
-11,405
-30% -$462K 0.02% 682
2015
Q2 		$1.6M Sell
37,688
-4,042
-10% -$175K 0.03% 491
2015
Q1 		$1.76M Buy
41,730
+7,794
+23% +$331K 0.03% 453
2014
Q4 		$1.53M Buy
33,936
+28,003
+472% +$1.21M 0.03% 433
2014
Q3 		$225K Buy
5,933
+215
+4% +$8.96K 0.01% 1160
2014
Q2 		$240K Buy
5,718
+621
+12% +$26.5K 0.01% 1098
2014
Q1 		$229K Buy
5,097
+750
+17% +$30.9K 0.01% 1065
2013
Q4 		$171K Buy
4,347
+18
+0.4% +$682 0.01% 1159
2013
Q3 		$161K Buy
4,329
+48
+1% +$1.78K 0.01% 1111
2013
Q2 		$156K Buy
+4,281
New +$148K 0.01% 1084

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PCAR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its PACCAR (PCAR) stake by 6.7% in Q4 2019, selling an estimated $165K and leaving 44,793 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #779.

Ladenburg Thalmann Financial Services first reported a position in PCAR in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.21M in Q3 2018. 642 funds tracked by Wall St. Rank hold PCAR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 44,793 shares of PACCAR worth $2.36M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 3,209 PACCAR shares in Q4 2019, an estimated $165K.
  • PACCAR made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #779 holding.
  • Ladenburg Thalmann Financial Services first reported a position in PACCAR in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's PACCAR position peaked at $3.21M in Q3 2018.
  • 642 funds tracked by Wall St. Rank held PACCAR as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.