Sargent Bickham Lagudis’s PACCAR PCAR Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$2.47K	Hold	38	–	–	﹤0.01%	885
2022 Q3	$2K	Buy	+38	New	+$2.21K	﹤0.01%	896
2022 Q2	–	Sell	-332	Closed	-$19K	–	1111
2022 Q1	$19K	Hold	332	–	–	﹤0.01%	615
2021 Q4	$20K	Sell	332 -381	-53%	-$22K	﹤0.01%	603
2021 Q3	$37K	Hold	713	–	–	﹤0.01%	507
2021 Q2	$42K	Hold	713	–	–	﹤0.01%	484
2021 Q1	$44K	Hold	713	–	–	﹤0.01%	457
2020 Q4	$41K	Hold	713	–	–	﹤0.01%	455
2020 Q3	$41K	Hold	713	–	–	﹤0.01%	412
2020 Q2	$36K	Sell	713 -1	-0.1%	-$47	﹤0.01%	406
2020 Q1	$29K	Hold	714	–	–	﹤0.01%	407
2019 Q4	$38K	Buy	714 +1	+0.1%	+$51	﹤0.01%	426
2019 Q3	$33K	Buy	+713	New	+$32.5K	﹤0.01%	398
2018 Q3	–	Sell	-764	Closed	-$32K	–	781
2018 Q2	$32K	Hold	764	–	–	﹤0.01%	428
2018 Q1	$34K	Hold	764	–	–	﹤0.01%	421
2017 Q4	$36K	Hold	764	–	–	﹤0.01%	416
2017 Q3	$37K	Hold	764	–	–	﹤0.01%	418
2017 Q2	$34K	Buy	+764	New	+$33K	﹤0.01%	417

Other funds holding PCAR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return