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Santa Barbara Asset Management’s PACCAR PCAR Stock Holding History

Santa Barbara 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
2013
Q4 		– Sell
-35,120
Closed -$1.3M – 71
2013
Q3 		$1.3M Sell
35,120
-163,165
-82% -$6.07M 0.03% 70
2013
Q2 		$7.09M Buy
+198,285
New +$6.84M 0.19% 46

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 $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Santa Barbara Asset Management's PCAR Position: Q4 2013 in Review

Santa Barbara Asset Management sold out of PACCAR (PCAR) in Q4 2013, closing a stake of 35,120 shares — an estimated $1.3M sold.

Santa Barbara Asset Management first reported a position in PCAR in Q2 2013 and held it in 2 quarters. The position peaked at $7.09M in Q2 2013. 402 funds tracked by Wall St. Rank hold PCAR as of Q4 2013.

  • Santa Barbara Asset Management reported no remaining PACCAR position as of Q4 2013 after selling out during the quarter.
  • Santa Barbara Asset Management sold 35,120 PACCAR shares in Q4 2013, an estimated $1.3M.
  • Santa Barbara Asset Management first reported a position in PACCAR in Q2 2013 and held it in 2 quarters.
  • Santa Barbara Asset Management's PACCAR position peaked at $7.09M in Q2 2013.
  • 402 funds tracked by Wall St. Rank held PACCAR as of Q4 2013.

Based on Santa Barbara Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.