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McElhenny Sheffield Capital Management’s PACCAR PCAR Stock Holding History

McElhenny Sheffield Capital 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
2023
Q2 		– Sell
-10,604
Closed -$776K – 101
2023
Q1 		$776K Buy
+10,604
New +$759K 0.41% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

McElhenny Sheffield Capital Management's PCAR Position: Q2 2023 in Review

McElhenny Sheffield Capital Management sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 10,604 shares — an estimated $776K sold.

McElhenny Sheffield Capital Management first reported a position in PCAR in Q1 2023 and held it in 1 quarter. The position peaked at $776K in Q1 2023. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

  • McElhenny Sheffield Capital Management reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 10,604 PACCAR shares in Q2 2023, an estimated $776K.
  • McElhenny Sheffield Capital Management first reported a position in PACCAR in Q1 2023 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's PACCAR position peaked at $776K in Q1 2023.
  • 842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2023, filed 14 Jul 2023.