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Optimal Asset Management’s PACCAR PCAR Stock Holding History

Optimal Asset 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
2021
Q3 		$1.39M Buy
26,379
+99
+0.4% +$5.49K 0.17% 192
2021
Q2 		$1.56M Hold
26,280
– – 0.19% 185
2021
Q1 		$1.63M Buy
26,280
+14,700
+127% +$919K 0.21% 168
2020
Q4 		$666K Sell
11,580
-15
-0.1% -$881 0.09% 305
2020
Q3 		$659K Buy
+11,595
New +$650K 0.1% 303

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimal Asset Management's PCAR Position: Q3 2021 in Review

Optimal Asset Management increased its PACCAR (PCAR) stake by 0.38% in Q3 2021, buying an estimated $5.49K and bringing the position to 26,379 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #192.

Optimal Asset Management first reported a position in PCAR in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.63M in Q1 2021. 630 funds tracked by Wall St. Rank hold PCAR as of Q3 2021.

  • Optimal Asset Management held 26,379 shares of PACCAR worth $1.39M as of Q3 2021.
  • Optimal Asset Management bought 99 PACCAR shares in Q3 2021, an estimated $5.49K.
  • PACCAR made up 0.17% of Optimal Asset Management's portfolio in Q3 2021, its #192 holding.
  • Optimal Asset Management first reported a position in PACCAR in Q3 2020 and has held it in 5 quarters since.
  • Optimal Asset Management's PACCAR position peaked at $1.63M in Q1 2021.
  • 630 funds tracked by Wall St. Rank held PACCAR as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.