Loveless Wealth Management’s PACCAR PCAR Stock Holding History

Loveless Wealth Management’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
2022 Q2	$523K	Buy	9,522 +360	+4%	+$20.3K	0.34%	84
2022 Q1	$538K	Hold	9,162	–	–	0.3%	91
2021 Q4	$539K	Buy	9,162 +900	+11%	+$52K	0.3%	95
2021 Q3	$435K	Hold	8,262	–	–	0.26%	103
2021 Q2	$492K	Buy	8,262 +150	+2%	+$9.2K	0.3%	94
2021 Q1	$503K	Buy	8,112 +469	+6%	+$29.3K	0.33%	87
2020 Q4	$440K	Buy	7,643 +263	+4%	+$15.4K	0.32%	89
2020 Q3	$420K	Buy	7,380 +1,905	+35%	+$107K	0.35%	79
2020 Q2	$273K	Sell	5,475 -150	-3%	-$7.01K	0.25%	90
2020 Q1	$229K	Hold	5,625	–	–	0.27%	84
2019 Q4	$295K	Buy	+5,625	New	+$289K	0.25%	94

Other funds holding PCAR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's PCAR Position: Q2 2022 in Review

Loveless Wealth Management increased its PACCAR (PCAR) stake by 3.9% in Q2 2022, buying an estimated $20.3K and bringing the position to 9,522 shares worth $523K. The position accounts for 0.34% of the portfolio, ranked #84.

Loveless Wealth Management first reported a position in PCAR in Q4 2019 and has held it in 11 quarters since. The position peaked at $539K in Q4 2021. 702 funds tracked by Wall St. Rank hold PCAR as of Q2 2022.

Loveless Wealth Management held 9,522 shares of PACCAR worth $523K as of Q2 2022.
Loveless Wealth Management bought 360 PACCAR shares in Q2 2022, an estimated $20.3K.
PACCAR made up 0.34% of Loveless Wealth Management's portfolio in Q2 2022, its #84 holding.
Loveless Wealth Management first reported a position in PACCAR in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's PACCAR position peaked at $539K in Q4 2021.
702 funds tracked by Wall St. Rank held PACCAR as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.