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Squar Milner Financial Services’s PACCAR PCAR Stock Holding History

Squar Milner Financial Services’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
-3,375
Closed -$137K – 553
2020
Q1 		$137K Hold
3,375
– – 0.08% 212
2019
Q4 		$177K Buy
+3,375
New +$174K 0.09% 218
2019
Q3 		– Sell
-3,128
Closed -$149K – 563
2019
Q2 		$149K Sell
3,128
-816
-21% -$37.9K 0.1% 206
2019
Q1 		$179K Buy
+3,944
New +$172K 0.13% 178

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Squar Milner Financial Services's PCAR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of PACCAR (PCAR) in Q2 2020, closing a stake of 3,375 shares — an estimated $137K sold.

Squar Milner Financial Services first reported a position in PCAR in Q1 2019 and held it in 4 quarters. The position peaked at $179K in Q1 2019. 570 funds tracked by Wall St. Rank hold PCAR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining PACCAR position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,375 PACCAR shares in Q2 2020, an estimated $137K.
  • Squar Milner Financial Services first reported a position in PACCAR in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's PACCAR position peaked at $179K in Q1 2019.
  • 570 funds tracked by Wall St. Rank held PACCAR as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.