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Milestone Investment Advisors’s PACCAR PCAR Stock Holding History

Milestone 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
2023
Q4 		– Sell
-1,267
Closed -$108K – 347
2023
Q3 		$108K Buy
+1,267
New +$108K 0.03% 143
2023
Q2 		– Sell
-1,267
Closed -$92.7K – 342
2023
Q1 		$92.7K Buy
+1,267
New +$90.7K 0.03% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's PCAR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of PACCAR (PCAR) in Q4 2023, closing a stake of 1,267 shares — an estimated $108K sold.

Milestone Investment Advisors first reported a position in PCAR in Q1 2023 and held it in 2 quarters. The position peaked at $108K in Q3 2023. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining PACCAR position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,267 PACCAR shares in Q4 2023, an estimated $108K.
  • Milestone Investment Advisors first reported a position in PACCAR in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's PACCAR position peaked at $108K in Q3 2023.
  • 940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.