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Waddell & Reed Financial’s PACCAR PCAR Stock Holding History

Waddell & Reed 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
2018
Q2 		– Sell
-1,206,750
Closed -$53.2M – 569
2018
Q1 		$53.2M Sell
1,206,750
-348,075
-22% -$16.5M 0.12% 192
2017
Q4 		$73.7M Sell
1,554,825
-1,469,048
-49% -$69.5M 0.16% 158
2017
Q3 		$146M Sell
3,023,873
-2,912,808
-49% -$131M 0.32% 82
2017
Q2 		$261M Sell
5,936,681
-513,253
-8% -$22.2M 0.58% 45
2017
Q1 		$289M Buy
6,449,934
+817,437
+15% +$36.8M 0.61% 41
2016
Q4 		$240M Buy
5,632,497
+3,892,932
+224% +$157M 0.53% 54
2016
Q3 		$68.2M Buy
+1,739,565
New +$66.2M 0.14% 173

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Waddell & Reed Financial's PCAR Position: Q2 2018 in Review

Waddell & Reed Financial sold out of PACCAR (PCAR) in Q2 2018, closing a stake of 1,206,750 shares — an estimated $53.2M sold.

Waddell & Reed Financial first reported a position in PCAR in Q3 2016 and held it in 7 quarters. The position peaked at $289M in Q1 2017. 578 funds tracked by Wall St. Rank hold PCAR as of Q2 2018.

  • Waddell & Reed Financial reported no remaining PACCAR position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 1,206,750 PACCAR shares in Q2 2018, an estimated $53.2M.
  • Waddell & Reed Financial first reported a position in PACCAR in Q3 2016 and held it in 7 quarters.
  • Waddell & Reed Financial's PACCAR position peaked at $289M in Q1 2017.
  • 578 funds tracked by Wall St. Rank held PACCAR as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.