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Watershed Asset Management’s PACCAR PCAR Stock Holding History

Watershed 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
2023
Q4 		$295K Buy
+3,024
New +$272K 0.34% 57
2023
Q3 		– Sell
-3,586
Closed -$300K – 142
2023
Q2 		$300K Buy
+3,586
New +$265K 0.37% 31

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Watershed Asset Management's PCAR Position: Q4 2023 in Review

Watershed Asset Management opened a new position in PACCAR (PCAR) in Q4 2023: 3,024 shares worth $295K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings. This is a return to the name: Watershed Asset Management previously reported a position in PCAR as recently as Q2 2023.

Watershed Asset Management first reported a position in PCAR in Q2 2023 and has held it in 2 quarters since. The position peaked at $300K in Q2 2023. 940 funds tracked by Wall St. Rank hold PCAR as of Q4 2023.

  • Watershed Asset Management held 3,024 shares of PACCAR worth $295K as of Q4 2023.
  • PACCAR was a new Watershed Asset Management position in Q4 2023.
  • PACCAR made up 0.34% of Watershed Asset Management's portfolio in Q4 2023, its #57 holding.
  • Watershed Asset Management first reported a position in PACCAR in Q2 2023 and has held it in 2 quarters since.
  • Watershed Asset Management's PACCAR position peaked at $300K in Q2 2023.
  • 940 funds tracked by Wall St. Rank held PACCAR as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.