Longer Investments’s PACCAR PCAR Stock Holding History

Longer Investments’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 Q1	$1.95M	Buy	+42,998	New	+$1.87M	2.31%	22
2018 Q4	–	Sell	-57,878	Closed	-$2.63M	–	34
2018 Q3	$2.63M	Buy	+57,878	New	+$2.55M	2.53%	18
2017 Q3	–	Sell	-37,755	Closed	-$1.66M	–	38
2017 Q2	$1.66M	Buy	+37,755	New	+$1.63M	1.46%	30
2017 Q1	–	Sell	-43,088	Closed	-$1.84M	–	38
2016 Q4	$1.84M	Buy	+43,088	New	+$1.74M	1.68%	27
2016 Q3	–	Sell	-43,838	Closed	-$1.52M	–	41
2016 Q2	$1.52M	Buy	43,838 +1,163	+3%	+$42.8K	1.67%	23
2016 Q1	$1.56M	Buy	+42,675	New	+$1.43M	1.29%	34

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Longer Investments's PCAR Position: Q1 2019 in Review

Longer Investments opened a new position in PACCAR (PCAR) in Q1 2019: 42,998 shares worth $1.95M. The stake represents 2.31% of the portfolio and ranks #22 among its holdings. This is a return to the name: Longer Investments previously reported a position in PCAR as recently as Q3 2018.

Longer Investments first reported a position in PCAR in Q1 2016 and has held it in 6 quarters since. The position peaked at $2.63M in Q3 2018. 609 funds tracked by Wall St. Rank hold PCAR as of Q1 2019.

Longer Investments held 42,998 shares of PACCAR worth $1.95M as of Q1 2019.
PACCAR was a new Longer Investments position in Q1 2019.
PACCAR made up 2.31% of Longer Investments's portfolio in Q1 2019, its #22 holding.
Longer Investments first reported a position in PACCAR in Q1 2016 and has held it in 6 quarters since.
Longer Investments's PACCAR position peaked at $2.63M in Q3 2018.
609 funds tracked by Wall St. Rank held PACCAR as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.