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Sweet Financial Partners’s PACCAR PCAR Stock Holding History

Sweet Financial Partners’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
2024
Q2 		– Sell
-1,844
Closed -$228K – 196
2024
Q1 		$228K Buy
+1,844
New +$198K 0.05% 179
2023
Q4 		– Sell
-2,736
Closed -$233K – 185
2023
Q3 		$233K Hold
2,736
– – 0.06% 160
2023
Q2 		$229K Sell
2,736
-2,000
-42% -$148K 0.06% 161
2023
Q1 		$347K Sell
4,736
-1
-0% -$72 0.1% 126
2022
Q4 		$313K Sell
4,737
-56
-1% -$3.66K 0.09% 133
2022
Q3 		$267K Hold
4,793
– – 0.09% 138
2022
Q2 		$263K Buy
+4,793
New +$270K 0.08% 139

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's PCAR Position: Q2 2024 in Review

Sweet Financial Partners sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,844 shares — an estimated $228K sold.

Sweet Financial Partners first reported a position in PCAR in Q2 2022 and held it in 7 quarters. The position peaked at $347K in Q1 2023. 1,022 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

  • Sweet Financial Partners reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 1,844 PACCAR shares in Q2 2024, an estimated $228K.
  • Sweet Financial Partners first reported a position in PACCAR in Q2 2022 and held it in 7 quarters.
  • Sweet Financial Partners's PACCAR position peaked at $347K in Q1 2023.
  • 1,022 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Sweet Financial Partners's 13F filing for Q2 2024, filed 18 Jul 2024.