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Leonard Rickey Investment Advisors’s PACCAR PCAR Stock Holding History

Leonard Rickey Investment Advisors’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
Q3 		– Sell
-2,003
Closed -$206K – 114
2024
Q2 		$206K Sell
2,003
-55
-3% -$6.06K 0.05% 100
2024
Q1 		$255K Sell
2,058
-249
-11% -$26.8K 0.07% 79
2023
Q4 		$225K Sell
2,307
-744
-24% -$66.8K 0.07% 75
2023
Q3 		$259K Sell
3,051
-5
-0.2% -$425 0.08% 67
2023
Q2 		$256K Sell
3,056
-14
-0.5% -$1.04K 0.1% 62
2023
Q1 		$225K Sell
3,070
-7
-0.2% -$501 0.09% 61
2022
Q4 		$203K Buy
+3,077
New +$201K 0.09% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leonard Rickey Investment Advisors's PCAR Position: Q3 2024 in Review

Leonard Rickey Investment Advisors sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 2,003 shares — an estimated $206K sold.

Leonard Rickey Investment Advisors first reported a position in PCAR in Q4 2022 and held it in 7 quarters. The position peaked at $259K in Q3 2023. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Leonard Rickey Investment Advisors reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 2,003 PACCAR shares in Q3 2024, an estimated $206K.
  • Leonard Rickey Investment Advisors first reported a position in PACCAR in Q4 2022 and held it in 7 quarters.
  • Leonard Rickey Investment Advisors's PACCAR position peaked at $259K in Q3 2023.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.