Trek Financial’s PACCAR PCAR Stock Holding History

Trek Financial’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	-1,623	Closed	-$201K	–	438
2024 Q1	$201K	Sell	1,623 -1,182	-42%	-$127K	0.02%	378
2023 Q4	$274K	Buy	+2,805	New	+$252K	0.02%	254

Other funds holding PCAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trek Financial's PCAR Position: Q2 2024 in Review

Trek Financial sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 1,623 shares — an estimated $201K sold.

Trek Financial first reported a position in PCAR in Q4 2023 and held it in 2 quarters. The position peaked at $274K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

Trek Financial reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
Trek Financial sold 1,623 PACCAR shares in Q2 2024, an estimated $201K.
Trek Financial first reported a position in PACCAR in Q4 2023 and held it in 2 quarters.
Trek Financial's PACCAR position peaked at $274K in Q4 2023.
1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Trek Financial's 13F filing for Q2 2024, filed 12 Aug 2024.