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Telemus Capital’s PACCAR PCAR Stock Holding History

Telemus Capital’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 		$322K Sell
3,302
-25
-0.8% -$2.25K 0.03% 275
2023
Q3 		$283K Sell
3,327
-152
-4% -$12.9K 0.03% 261
2023
Q2 		$291K Sell
3,479
-18
-0.5% -$1.33K 0.02% 266
2023
Q1 		$256K Sell
3,497
-394
-10% -$28.2K 0.02% 281
2022
Q4 		$260K Sell
3,891
-180
-4% -$11.8K 0.02% 289
2022
Q3 		$227K Buy
4,071
+52
+1% +$3.02K 0.02% 290
2022
Q2 		$221K Buy
4,019
+156
+4% +$8.79K 0.02% 319
2022
Q1 		$227K Buy
3,863
+45
+1% +$2.75K 0.02% 317
2021
Q4 		$225K Buy
+3,818
New +$221K 0.02% 344
2018
Q1 		– Sell
-413
Closed -$20K – 509
2017
Q4 		$20K Buy
+413
New +$19.5K ﹤0.01% 473

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Telemus Capital's PCAR Position: Q4 2023 in Review

Telemus Capital reduced its PACCAR (PCAR) stake by 0.75% in Q4 2023, selling an estimated $2.25K and leaving 3,302 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #275.

Telemus Capital first reported a position in PCAR in Q4 2017 and has held it in 10 quarters since. 941 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Telemus Capital held 3,302 shares of PACCAR worth $322K as of Q4 2023.
  • Telemus Capital sold 25 PACCAR shares in Q4 2023, an estimated $2.25K.
  • PACCAR made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #275 holding.
  • Telemus Capital first reported a position in PACCAR in Q4 2017 and has held it in 10 quarters since.
  • 941 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.