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Next Financial Group’s PACCAR PCAR Stock Holding History

Next Financial Group’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
Q4 		$65K Sell
1,109
-49
-4% -$2.83K ﹤0.01% 1356
2021
Q3 		$61K Buy
1,158
+324
+39% +$18K ﹤0.01% 1328
2021
Q2 		$50K Sell
834
-198
-19% -$12.1K ﹤0.01% 1383
2021
Q1 		$64K Buy
1,032
+184
+22% +$11.5K 0.01% 1192
2020
Q4 		$49K Buy
848
+17
+2% +$998 ﹤0.01% 1205
2020
Q3 		$47K Buy
+831
New +$46.6K 0.01% 1127
2020
Q2 		– Sell
-819
Closed -$33K – 1509
2020
Q1 		$33K Hold
819
– – ﹤0.01% 1114
2019
Q4 		$43K Sell
819
-93
-10% -$4.78K ﹤0.01% 1248
2019
Q3 		$43K Hold
912
– – ﹤0.01% 1187
2019
Q2 		$44K Buy
912
+828
+986% +$38.5K ﹤0.01% 1208
2019
Q1 		$4K Sell
84
-1,031
-92% -$44.9K ﹤0.01% 1323
2018
Q4 		$42K Buy
1,115
+947
+564% +$37.8K 0.01% 856
2018
Q3 		$8K Buy
+168
New +$7.41K ﹤0.01% 1054
2017
Q4 		– Sell
-338
Closed -$16K – 1055
2017
Q3 		$16K Sell
338
-300
-47% -$13.5K ﹤0.01% 1045
2017
Q2 		$28K Sell
638
-412
-39% -$17.8K 0.01% 962
2017
Q1 		$47K Sell
1,050
-425
-29% -$19.1K 0.01% 749
2016
Q4 		$63K Buy
1,475
+75
+5% +$3.02K 0.01% 865
2016
Q3 		$55K Buy
1,400
+1,062
+314% +$40.4K 0.01% 908
2016
Q2 		$11K Buy
338
+188
+125% +$6.91K ﹤0.01% 1170
2016
Q1 		$5K Hold
150
– – ﹤0.01% 1370
2015
Q4 		$4K Hold
150
– – ﹤0.01% 1463
2015
Q3 		$5K Hold
150
– – ﹤0.01% 1425
2015
Q2 		$6K Hold
150
– – ﹤0.01% 1435
2015
Q1 		$6K Hold
150
– – ﹤0.01% 1432
2014
Q4 		$7K Sell
150
-860
-85% -$37.1K ﹤0.01% 1392
2014
Q3 		$38K Buy
1,010
+932
+1,195% +$38.8K 0.01% 1086
2014
Q2 		$3K Buy
+78
New +$3.33K ﹤0.01% 1023

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Next Financial Group's PCAR Position: Q4 2021 in Review

Next Financial Group reduced its PACCAR (PCAR) stake by 4.2% in Q4 2021, selling an estimated $2.83K and leaving 1,109 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Next Financial Group first reported a position in PCAR in Q2 2014 and has held it in 27 quarters since. 690 funds tracked by Wall St. Rank hold PCAR as of Q4 2021.

  • Next Financial Group held 1,109 shares of PACCAR worth $65K as of Q4 2021.
  • Next Financial Group sold 49 PACCAR shares in Q4 2021, an estimated $2.83K.
  • PACCAR made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1356 holding.
  • Next Financial Group first reported a position in PACCAR in Q2 2014 and has held it in 27 quarters since.
  • 690 funds tracked by Wall St. Rank held PACCAR as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.