Schubert & Co’s PACCAR PCAR Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-199	Closed	-$14.6K	–	1088
2023 Q1	$14.6K	Sell	199 -10	-5%	-$716	0.01%	167
2022 Q4	$13.8K	Buy	209 +21	+11%	+$1.37K	0.01%	166
2022 Q3	$10K	Buy	188 +62	+49%	+$3.6K	0.01%	200
2022 Q2	$7K	Buy	126 +55	+77%	+$3.1K	0.01%	253
2022 Q1	$4K	Buy	71 +20	+39%	+$1.22K	﹤0.01%	222
2021 Q4	$3K	Buy	+51	New	+$2.95K	﹤0.01%	253

Other funds holding PCAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Schubert & Co's PCAR Position: Q2 2023 in Review

Schubert & Co sold out of PACCAR (PCAR) in Q2 2023, closing a stake of 199 shares — an estimated $14.6K sold.

Schubert & Co first reported a position in PCAR in Q4 2021 and held it in 6 quarters. The position peaked at $14.6K in Q1 2023. 842 funds tracked by Wall St. Rank hold PCAR as of Q2 2023.

Schubert & Co reported no remaining PACCAR position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 199 PACCAR shares in Q2 2023, an estimated $14.6K.
Schubert & Co first reported a position in PACCAR in Q4 2021 and held it in 6 quarters.
Schubert & Co's PACCAR position peaked at $14.6K in Q1 2023.
842 funds tracked by Wall St. Rank held PACCAR as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.