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Sendero Wealth Management’s PACCAR PCAR Stock Holding History

Sendero Wealth 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
2022
Q4 		– Sell
-4,490
Closed -$250K – 115
2022
Q3 		$250K Sell
4,490
-4,704
-51% -$273K 0.1% 83
2022
Q2 		$505K Sell
9,194
-172
-2% -$9.69K 0.48% 49
2022
Q1 		$550K Buy
9,366
+517
+6% +$31.5K 0.25% 43
2021
Q4 		$521K Buy
+8,849
New +$511K 0.23% 51

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sendero Wealth Management's PCAR Position: Q4 2022 in Review

Sendero Wealth Management sold out of PACCAR (PCAR) in Q4 2022, closing a stake of 4,490 shares — an estimated $250K sold.

Sendero Wealth Management first reported a position in PCAR in Q4 2021 and held it in 4 quarters. The position peaked at $550K in Q1 2022. 820 funds tracked by Wall St. Rank hold PCAR as of Q4 2022.

  • Sendero Wealth Management reported no remaining PACCAR position as of Q4 2022 after selling out during the quarter.
  • Sendero Wealth Management sold 4,490 PACCAR shares in Q4 2022, an estimated $250K.
  • Sendero Wealth Management first reported a position in PACCAR in Q4 2021 and held it in 4 quarters.
  • Sendero Wealth Management's PACCAR position peaked at $550K in Q1 2022.
  • 820 funds tracked by Wall St. Rank held PACCAR as of Q4 2022.

Based on Sendero Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.