Wakefield Asset Management’s PACCAR PCAR Stock Holding History

Wakefield Asset Management’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 Q4	–	Sell	-34,816	Closed	-$3.44M	–	168
2024 Q3	$3.44M	Sell	34,816 -130	-0.4%	-$12.7K	1.12%	32
2024 Q2	$3.6M	Sell	34,946 -479	-1%	-$52.8K	1.26%	24
2024 Q1	$4.39M	Sell	35,425 -1,749	-5%	-$188K	1.52%	11
2023 Q4	$3.64M	Buy	37,174 +997	+3%	+$89.5K	1.35%	15
2023 Q3	$3.08M	Sell	36,177 -3,059	-8%	-$260K	1.39%	12
2023 Q2	$3.28M	Sell	39,236 -5,606	-13%	-$415K	1.31%	8
2023 Q1	$3.28M	Sell	44,842 -2,438	-5%	-$174K	1.36%	8
2022 Q4	$3.13M	Sell	47,280 -213	-0.4%	-$13.9K	1.32%	13
2022 Q3	$2.65M	Buy	47,493 +4,962	+12%	+$288K	1.22%	18
2022 Q2	$2.33M	Buy	+42,531	New	+$2.4M	1%	37
2019 Q1	–	Sell	-417	Closed	-$16K	–	243
2018 Q4	$16K	Sell	417 -82,247	-99%	-$3.28M	0.01%	192
2018 Q3	$3.76M	Buy	+82,664	New	+$3.65M	1.47%	26

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

Wellington Management Group

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

Bank of America

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

Geode Capital Management

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

Massachusetts Financial Services

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

Fidelity Investments

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

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

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