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Sullivan, Bruyette, Speros & Blaney’s PACCAR PCAR Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2018
Q1 		– Sell
-45,000
Closed -$2.13M – 169
2017
Q4 		$2.13M Buy
+45,000
New +$2.13M 0.2% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's PCAR Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its PACCAR (PCAR) position steady in Q1 2021 at 5,840 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #220.

Sullivan, Bruyette, Speros & Blaney first reported a position in PCAR in Q2 2017 and has held it in 5 quarters since. The position peaked at $2.95M in Q2 2017. 676 funds tracked by Wall St. Rank hold PCAR as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 5,840 shares of PACCAR worth $362K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its PACCAR share count unchanged in Q1 2021.
  • PACCAR made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #220 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in PACCAR in Q2 2017 and has held it in 5 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's PACCAR position peaked at $2.95M in Q2 2017.
  • 676 funds tracked by Wall St. Rank held PACCAR as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.