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Legacy Wealth Partners (California)’s PACCAR PCAR Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q1 		– Sell
-6,294
Closed -$327K – 100
2019
Q4 		$327K Buy
+6,294
New +$324K 0.24% 78

Other funds holding PCAR

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Legacy Wealth Partners (California)'s PCAR Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of PACCAR (PCAR) in Q1 2020, closing a stake of 6,294 shares — an estimated $327K sold.

Legacy Wealth Partners (California) first reported a position in PCAR in Q4 2019 and held it in 1 quarter. The position peaked at $327K in Q4 2019. 578 funds tracked by Wall St. Rank hold PCAR as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining PACCAR position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 6,294 PACCAR shares in Q1 2020, an estimated $327K.
  • Legacy Wealth Partners (California) first reported a position in PACCAR in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s PACCAR position peaked at $327K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held PACCAR as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.