Simon Quick Advisors’s PACCAR PCAR Stock Holding History

Simon Quick Advisors’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
2025 Q2	–	Sell	-4,677	Closed	-$455K	–	566
2025 Q1	$455K	Buy	4,677 +932	+25%	+$98.3K	0.03%	319
2024 Q4	$390K	Buy	3,745 +654	+21%	+$71.6K	0.02%	299
2024 Q3	$305K	Buy	3,091 +43	+1%	+$4.2K	0.02%	324
2024 Q2	$314K	Buy	3,048 +498	+20%	+$54.9K	0.02%	278
2024 Q1	$316K	Buy	2,550 +252	+11%	+$27.1K	0.02%	282
2023 Q4	$224K	Buy	+2,298	New	+$206K	0.02%	291
2020 Q4	–	Sell	-282	Closed	-$16K	–	526
2020 Q3	$16K	Hold	282	–	–	﹤0.01%	313
2020 Q2	$14K	Buy	+282	New	+$13.2K	0.01%	311
2020 Q1	–	Sell	-150	Closed	-$8K	–	648
2019 Q4	$8K	Buy	+150	New	+$7.71K	﹤0.01%	427
2019 Q1	–	Sell	-2,028	Closed	-$77K	–	435
2018 Q4	$77K	Buy	+2,028	New	+$80.9K	0.03%	139
2018 Q1	–	Sell	-53	Closed	-$3K	–	397
2017 Q4	$3K	Buy	+53	New	+$2.51K	﹤0.01%	392

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return