Northstar Advisory Group’s PACCAR PCAR Stock Holding History

Northstar Advisory 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
2024 Q1	–	Sell	-14,774	Closed	-$1.44M	–	105
2023 Q4	$1.44M	Buy	14,774 +3,090	+26%	+$278K	0.86%	31
2023 Q3	$993K	Sell	11,684 -18,700	-62%	-$1.59M	0.72%	31
2023 Q2	$2.54M	Buy	30,384 +9,522	+46%	+$704K	1.66%	20
2023 Q1	$1.53M	Sell	20,862 -428	-2%	-$30.6K	1.14%	22
2022 Q4	$1.4M	Buy	21,290 +11,348	+114%	+$741K	1.11%	20
2022 Q3	$555K	Buy	+9,942	New	+$578K	0.5%	42

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northstar Advisory Group's PCAR Position: Q1 2024 in Review

Northstar Advisory Group sold out of PACCAR (PCAR) in Q1 2024, closing a stake of 14,774 shares — an estimated $1.44M sold.

Northstar Advisory Group first reported a position in PCAR in Q3 2022 and held it in 6 quarters. The position peaked at $2.54M in Q2 2023. 1,010 funds tracked by Wall St. Rank hold PCAR as of Q1 2024.

Northstar Advisory Group reported no remaining PACCAR position as of Q1 2024 after selling out during the quarter.
Northstar Advisory Group sold 14,774 PACCAR shares in Q1 2024, an estimated $1.44M.
Northstar Advisory Group first reported a position in PACCAR in Q3 2022 and held it in 6 quarters.
Northstar Advisory Group's PACCAR position peaked at $2.54M in Q2 2023.
1,010 funds tracked by Wall St. Rank held PACCAR as of Q1 2024.

Based on Northstar Advisory Group's 13F filing for Q1 2024, filed 13 May 2024.