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Steward Financial Group’s PACCAR PCAR Stock Holding History

Steward Financial Group’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
Q3 		$20K Hold
244
– – 0.01% 252
2023
Q2 		$20K Buy
+244
New +$18K 0.01% 247
2022
Q3 		– Sell
-141
Closed -$7K – 965
2022
Q2 		$7K Buy
+141
New +$7.94K 0.01% 292

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
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
Morgan Stanley
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's PCAR Position: Q3 2023 in Review

Steward Financial Group held its PACCAR (PCAR) position steady in Q3 2023 at 244 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #252.

Steward Financial Group first reported a position in PCAR in Q2 2022 and has held it in 3 quarters since. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

  • Steward Financial Group held 244 shares of PACCAR worth $20K as of Q3 2023.
  • Steward Financial Group left its PACCAR share count unchanged in Q3 2023.
  • PACCAR made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #252 holding.
  • Steward Financial Group first reported a position in PACCAR in Q2 2022 and has held it in 3 quarters since.
  • 858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.