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PCAR icon

Simplicity Solutions’s PACCAR PCAR Stock Holding History

Simplicity Solutions’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
Q4 		$833K Buy
8,527
+295
+4% +$26.5K 0.02% 497
2023
Q3 		$700K Sell
8,232
-971
-11% -$82.6K 0.02% 510
2023
Q2 		$770K Buy
9,203
+96
+1% +$7.1K 0.02% 538
2023
Q1 		$667K Buy
9,107
+3,935
+76% +$282K 0.02% 606
2022
Q4 		$341K Buy
5,172
+619
+14% +$40.4K 0.05% 441
2022
Q3 		$254K Buy
+4,553
New +$265K 0.04% 517
2021
Q2 		– Sell
-4,566
Closed -$283K – 557
2021
Q1 		$283K Sell
4,566
-22,599
-83% -$1.41M 0.06% 361
2020
Q4 		$1.56M Buy
27,165
+33
+0.1% +$1.94K 0.02% 442
2020
Q3 		$1.54M Buy
27,132
+1,330
+5% +$74.6K 0.03% 396
2020
Q2 		$1.29M Buy
25,802
+669
+3% +$31.3K 0.03% 402
2020
Q1 		$1.02M Buy
25,133
+2,063
+9% +$97K 0.03% 346
2019
Q4 		$1.22M Sell
23,070
-762
-3% -$39.2K 0.04% 346
2019
Q3 		$1.11M Sell
23,832
-6
-0% -$274 0.05% 270
2019
Q2 		$1.14M Buy
23,838
+11,490
+93% +$534K 0.05% 232
2019
Q1 		$561K Buy
+12,348
New +$537K 0.03% 371
2018
Q4 		– Sell
-5,643
Closed -$257K – 744
2018
Q3 		$257K Buy
+5,643
New +$249K 0.01% 439
2017
Q1 		– Sell
-5,403
Closed -$230K – 410
2016
Q4 		$230K Sell
5,403
-837
-13% -$33.8K 0.05% 300
2016
Q3 		$245K Buy
+6,240
New +$237K 0.12% 216
2016
Q1 		– Sell
-34,370
Closed -$1.09M – 423
2015
Q4 		$1.09M Buy
+34,370
New +$1.17M 0.13% 222

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's PCAR Position: Q4 2023 in Review

Simplicity Solutions increased its PACCAR (PCAR) stake by 3.6% in Q4 2023, buying an estimated $26.5K and bringing the position to 8,527 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #497.

Simplicity Solutions first reported a position in PCAR in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2020. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Simplicity Solutions held 8,527 shares of PACCAR worth $833K as of Q4 2023.
  • Simplicity Solutions bought 295 PACCAR shares in Q4 2023, an estimated $26.5K.
  • PACCAR made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #497 holding.
  • Simplicity Solutions first reported a position in PACCAR in Q4 2015 and has held it in 19 quarters since.
  • Simplicity Solutions's PACCAR position peaked at $1.56M in Q4 2020.
  • 940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.