MLFP
PCAR icon

MPS Loria Financial Planners’s PACCAR PCAR Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-45
Closed -$2K – 441
2021
Q1 		$2K Hold
45
– – ﹤0.01% 449
2020
Q4 		$3K Buy
+45
New +$2.64K ﹤0.01% 423

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MPS Loria Financial Planners's PCAR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of PACCAR (PCAR) in Q2 2021, closing a stake of 45 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in PCAR in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 647 funds tracked by Wall St. Rank hold PCAR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining PACCAR position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 45 PACCAR shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in PACCAR in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's PACCAR position peaked at $3K in Q4 2020.
  • 647 funds tracked by Wall St. Rank held PACCAR as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.