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Lake Street Advisors Group’s PACCAR PCAR Stock Holding History

Lake Street Advisors Group’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
Q4 		$503K Buy
4,708
+426
+10% +$46.6K 0.02% 331
2024
Q3 		$423K Sell
4,282
-185
-4% -$18.1K 0.02% 364
2024
Q2 		$460K Sell
4,467
-260
-6% -$28.7K 0.02% 340
2024
Q1 		$586K Buy
4,727
+172
+4% +$18.5K 0.03% 315
2023
Q4 		$459K Buy
+4,555
New +$409K 0.02% 338

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lake Street Advisors Group's PCAR Position: Q4 2024 in Review

Lake Street Advisors Group increased its PACCAR (PCAR) stake by 9.9% in Q4 2024, buying an estimated $46.6K and bringing the position to 4,708 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #331.

Lake Street Advisors Group first reported a position in PCAR in Q4 2023 and has held it in 5 quarters since. The position peaked at $586K in Q1 2024. 1,013 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Lake Street Advisors Group held 4,708 shares of PACCAR worth $503K as of Q4 2024.
  • Lake Street Advisors Group bought 426 PACCAR shares in Q4 2024, an estimated $46.6K.
  • PACCAR made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #331 holding.
  • Lake Street Advisors Group first reported a position in PACCAR in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's PACCAR position peaked at $586K in Q1 2024.
  • 1,013 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.