Vestmark Advisory Solutions’s PACCAR PCAR Stock Holding History

Vestmark Advisory Solutions’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 Q3	–	Sell	-2,978	Closed	-$249K	–	747
2023 Q2	$249K	Sell	2,978 -2	-0.1%	-$148	0.01%	769
2023 Q1	$218K	Sell	2,980 -560	-16%	-$40.1K	0.01%	798
2022 Q4	$234K	Buy	+3,540	New	+$231K	0.01%	753
2022 Q3	–	Sell	-3,659	Closed	-$201K	–	866
2022 Q2	$201K	Sell	3,659 -234	-6%	-$13.2K	0.01%	813
2022 Q1	$229K	Sell	3,893 -819	-17%	-$50K	0.01%	811
2021 Q4	$277K	Buy	4,712 +116	+3%	+$6.71K	0.02%	738
2021 Q3	$242K	Buy	4,596 +742	+19%	+$41.2K	0.02%	736
2021 Q2	$229K	Buy	+3,854	New	+$236K	0.02%	706
2021 Q1	–	Sell	-4,116	Closed	-$237K	–	740
2020 Q4	$237K	Buy	+4,116	New	+$242K	0.03%	539

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vestmark Advisory Solutions's PCAR Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of PACCAR (PCAR) in Q3 2023, closing a stake of 2,978 shares — an estimated $249K sold.

Vestmark Advisory Solutions first reported a position in PCAR in Q4 2020 and held it in 9 quarters. The position peaked at $277K in Q4 2021. 858 funds tracked by Wall St. Rank hold PCAR as of Q3 2023.

Vestmark Advisory Solutions reported no remaining PACCAR position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 2,978 PACCAR shares in Q3 2023, an estimated $249K.
Vestmark Advisory Solutions first reported a position in PACCAR in Q4 2020 and held it in 9 quarters.
Vestmark Advisory Solutions's PACCAR position peaked at $277K in Q4 2021.
858 funds tracked by Wall St. Rank held PACCAR as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.