LF
PCAR icon

Lee Financial’s PACCAR PCAR Stock Holding History

Lee 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
Q1 		– Sell
-87
Closed -$8.78K – 623
2023
Q4 		$8.78K Hold
87
– – ﹤0.01% 455
2023
Q3 		$7.4K Buy
87
+44
+102% +$3.74K ﹤0.01% 455
2023
Q2 		$3.6K Buy
+43
New +$3.18K ﹤0.01% 555
2023
Q1 		– Sell
-12
Closed -$792 – 919
2022
Q4 		$792 Hold
12
– – ﹤0.01% 783
2022
Q3 		$1K Hold
12
– – ﹤0.01% 774
2022
Q2 		$1K Buy
+12
New +$676 ﹤0.01% 808
2018
Q3 		– Sell
-230
Closed -$9K – 638
2018
Q2 		$9K Hold
230
– – ﹤0.01% 509
2018
Q1 		$10K Buy
+230
New +$10.9K ﹤0.01% 472

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial's PCAR Position: Q1 2024 in Review

Lee Financial sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 87 shares — an estimated $8.78K sold.

Lee Financial first reported a position in PCAR in Q1 2018 and held it in 8 quarters. The position peaked at $10K in Q1 2018. 1,011 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

  • Lee Financial reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 87 PACCAR shares in Q1 2024, an estimated $8.78K.
  • Lee Financial first reported a position in PACCAR in Q1 2018 and held it in 8 quarters.
  • Lee Financial's PACCAR position peaked at $10K in Q1 2018.
  • 1,011 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.