RNS
PCAR icon

Robert N. Shapiro’s PACCAR PCAR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.77M Sell
39,162
-3,468
-8% -$150K 0.35% 88
2014
Q3 		$1.62M Sell
42,630
-1,133
-3% -$47.2K 0.31% 103
2014
Q2 		$1.83M Buy
43,763
+4,853
+12% +$207K 0.35% 88
2014
Q1 		$1.75M Sell
38,910
-2,385
-6% -$98.3K 0.32% 98
2013
Q4 		$1.63M Sell
41,295
-11,384
-22% -$431K 0.29% 105
2013
Q3 		$1.95M Buy
52,679
+11,541
+28% +$429K 0.34% 94
2013
Q2 		$1.47M Buy
+41,138
New +$1.42M 0.31% 90

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Robert N. Shapiro's PCAR Position: Q4 2014 in Review

Robert N. Shapiro reduced its PACCAR (PCAR) stake by 8.1% in Q4 2014, selling an estimated $150K and leaving 39,162 shares worth $1.77M. The position accounts for 0.35% of the portfolio, ranked #88.

Robert N. Shapiro first reported a position in PCAR in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.95M in Q3 2013. 484 funds tracked by Wall St. Rank hold PCAR as of Q4 2014.

  • Robert N. Shapiro held 39,162 shares of PACCAR worth $1.77M as of Q4 2014.
  • Robert N. Shapiro sold 3,468 PACCAR shares in Q4 2014, an estimated $150K.
  • PACCAR made up 0.35% of Robert N. Shapiro's portfolio in Q4 2014, its #88 holding.
  • Robert N. Shapiro first reported a position in PACCAR in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's PACCAR position peaked at $1.95M in Q3 2013.
  • 484 funds tracked by Wall St. Rank held PACCAR as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.