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Planning Capital Management Corporation’s PACCAR PCAR Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-63
Closed -$6.49K – 879
2024
Q2 		$6.49K Hold
63
– – ﹤0.01% 442
2024
Q1 		$7.81K Hold
63
– – 0.01% 442
2023
Q4 		$6.15K Buy
+63
New +$5.66K ﹤0.01% 459

Other funds holding PCAR

Vanguard Group
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's PCAR Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 63 shares — an estimated $6.49K sold.

Planning Capital Management Corporation first reported a position in PCAR in Q4 2023 and held it in 3 quarters. The position peaked at $7.81K in Q1 2024. 959 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 63 PACCAR shares in Q3 2024, an estimated $6.49K.
  • Planning Capital Management Corporation first reported a position in PACCAR in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's PACCAR position peaked at $7.81K in Q1 2024.
  • 959 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.