Security National Trust’s PACCAR PCAR Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-84	Closed	-$3K	–	458
2020 Q1	$3K	Hold	84	–	–	﹤0.01%	430
2019 Q4	$4K	Buy	+84	New	+$4.32K	﹤0.01%	420
2019 Q2	–	Sell	-317	Closed	-$14K	–	376
2019 Q1	$14K	Hold	317	–	–	﹤0.01%	315
2018 Q4	$12K	Hold	317	–	–	﹤0.01%	310
2018 Q3	$14K	Sell	317 -295	-48%	-$13K	﹤0.01%	318
2018 Q2	$25K	Sell	612 -98	-14%	-$4.24K	0.01%	297
2018 Q1	$31K	Sell	710 -85	-11%	-$4.02K	0.01%	281
2017 Q4	$38K	Hold	795	–	–	0.01%	273
2017 Q3	$38K	Hold	795	–	–	0.01%	276
2017 Q2	$35K	Hold	795	–	–	0.01%	301
2017 Q1	$36K	Hold	795	–	–	0.01%	294
2016 Q4	$34K	Sell	795 -162	-17%	-$6.53K	0.01%	300
2016 Q3	$37K	Hold	957	–	–	0.01%	298
2016 Q2	$33K	Sell	957 -105	-10%	-$3.86K	0.01%	300
2016 Q1	$39K	Hold	1,062	–	–	0.01%	288
2015 Q4	$33K	Buy	1,062 +85	+9%	+$2.9K	0.01%	294
2015 Q3	$34K	Hold	977	–	–	0.01%	299
2015 Q2	$42K	Hold	977	–	–	0.02%	296
2015 Q1	$41K	Hold	977	–	–	0.01%	303
2014 Q4	$44K	Buy	977 +704	+258%	+$30.4K	0.02%	288
2014 Q3	$10K	Buy	273 +111	+69%	+$4.63K	﹤0.01%	414
2014 Q2	$7K	Hold	162	–	–	﹤0.01%	444
2014 Q1	$7K	Hold	162	–	–	﹤0.01%	439
2013 Q4	$6K	Hold	162	–	–	﹤0.01%	452
2013 Q3	$6K	Buy	+162	New	+$6.02K	﹤0.01%	430

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Security National Trust's PCAR Position: Q2 2020 in Review

Security National Trust sold out of PACCAR (PCAR) in Q2 2020, closing a stake of 84 shares — an estimated $3K sold.

Security National Trust first reported a position in PCAR in Q3 2013 and held it in 25 quarters. The position peaked at $44K in Q4 2014. 570 funds tracked by Wall St. Rank hold PCAR as of Q2 2020.

Security National Trust reported no remaining PACCAR position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 84 PACCAR shares in Q2 2020, an estimated $3K.
Security National Trust first reported a position in PACCAR in Q3 2013 and held it in 25 quarters.
Security National Trust's PACCAR position peaked at $44K in Q4 2014.
570 funds tracked by Wall St. Rank held PACCAR as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.