Univest Financial’s PACCAR PCAR Stock Holding History

Univest 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
2021 Q1	–	Sell	-41,232	Closed	-$2.37M	–	107
2020 Q4	$2.37M	Sell	41,232 -3,941	-9%	-$231K	0.69%	48
2020 Q3	$2.57M	Sell	45,173 -1,374	-3%	-$77.1K	0.81%	47
2020 Q2	$2.32M	Sell	46,547 -14,728	-24%	-$688K	0.77%	47
2020 Q1	$2.5M	Buy	+61,275	New	+$2.88M	0.99%	38
2019 Q4	–	Sell	-69,317	Closed	-$3.23M	–	123
2019 Q3	$3.23M	Buy	69,317 +809	+1%	+$36.9K	1.04%	39
2019 Q2	$3.27M	Buy	68,508 +925	+1%	+$43K	1.04%	41
2019 Q1	$3.07M	Buy	67,583 +29,208	+76%	+$1.27M	1.01%	40
2018 Q4	$1.46M	Sell	38,375 -33,141	-46%	-$1.32M	0.54%	56
2018 Q3	$3.25M	Sell	71,516 -519	-0.7%	-$22.9K	0.99%	42
2018 Q2	$2.98M	Buy	72,035 +890	+1%	+$38.5K	1.19%	41
2018 Q1	$3.14M	Buy	+71,145	New	+$3.37M	1.36%	37

Other funds holding PCAR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Univest Financial's PCAR Position: Q1 2021 in Review

Univest Financial sold out of PACCAR (PCAR) in Q1 2021, closing a stake of 41,232 shares — an estimated $2.37M sold.

Univest Financial first reported a position in PCAR in Q1 2018 and held it in 11 quarters. The position peaked at $3.27M in Q2 2019. 676 funds tracked by Wall St. Rank hold PCAR as of Q1 2021.

Univest Financial reported no remaining PACCAR position as of Q1 2021 after selling out during the quarter.
Univest Financial sold 41,232 PACCAR shares in Q1 2021, an estimated $2.37M.
Univest Financial first reported a position in PACCAR in Q1 2018 and held it in 11 quarters.
Univest Financial's PACCAR position peaked at $3.27M in Q2 2019.
676 funds tracked by Wall St. Rank held PACCAR as of Q1 2021.

Based on Univest Financial's 13F filing for Q1 2021, filed 14 Apr 2021.