Waterloo Capital’s PACCAR PCAR Stock Holding History

Waterloo Capital’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	-2,546	Closed	-$315K	–	382
2024 Q1	$315K	Buy	+2,546	New	+$274K	0.04%	284

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

Waterloo Capital's PCAR Position: Q2 2024 in Review

Waterloo Capital sold out of PACCAR (PCAR) in Q2 2024, closing a stake of 2,546 shares — an estimated $315K sold.

Waterloo Capital first reported a position in PCAR in Q1 2024 and held it in 1 quarter. The position peaked at $315K in Q1 2024. 1,020 funds tracked by Wall St. Rank hold PCAR as of Q2 2024.

Waterloo Capital reported no remaining PACCAR position as of Q2 2024 after selling out during the quarter.
Waterloo Capital sold 2,546 PACCAR shares in Q2 2024, an estimated $315K.
Waterloo Capital first reported a position in PACCAR in Q1 2024 and held it in 1 quarter.
Waterloo Capital's PACCAR position peaked at $315K in Q1 2024.
1,020 funds tracked by Wall St. Rank held PACCAR as of Q2 2024.

Based on Waterloo Capital's 13F filing for Q2 2024, filed 12 Aug 2024.