R Squared’s Proficient Auto Logistics PAL Stock Holding History

R Squared’s Portfolio PAL Stock Details PAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,550	Closed	-$12.5K	–	1563
2024 Q4	$12.5K	Buy	+1,550	New	+$15.4K	0.01%	1075

Other funds holding PAL

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

R Squared's PAL Position: Q1 2025 in Review

R Squared sold out of Proficient Auto Logistics (PAL) in Q1 2025, closing a stake of 1,550 shares — an estimated $12.5K sold.

R Squared first reported a position in PAL in Q4 2024 and held it in 1 quarter. The position peaked at $12.5K in Q4 2024. 82 funds tracked by Wall St. Rank hold PAL as of Q1 2025.

R Squared reported no remaining Proficient Auto Logistics position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,550 Proficient Auto Logistics shares in Q1 2025, an estimated $12.5K.
R Squared first reported a position in Proficient Auto Logistics in Q4 2024 and held it in 1 quarter.
R Squared's Proficient Auto Logistics position peaked at $12.5K in Q4 2024.
82 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.