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Waverton Investment Management’s PACCAR PCAR Stock Holding History

Waverton Investment 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
2019
Q4 		– Sell
-17,880
Closed -$835K – 68
2019
Q3 		$835K Sell
17,880
-2,402
-12% -$110K 0.04% 60
2019
Q2 		$969K Buy
20,282
+941
+5% +$43.7K 0.05% 58
2019
Q1 		$879K Sell
19,341
-117
-0.6% -$5.09K 0.05% 59
2018
Q4 		$741K Buy
19,458
+1,228
+7% +$49K 0.04% 61
2018
Q3 		$829K Hold
18,230
– – 0.04% 59
2018
Q2 		$753K Hold
18,230
– – 0.04% 60
2018
Q1 		$804K Buy
18,230
+1,184
+7% +$56K 0.05% 63
2017
Q4 		$808K Buy
+17,046
New +$806K 0.05% 64

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Waverton Investment Management's PCAR Position: Q4 2019 in Review

Waverton Investment Management sold out of PACCAR (PCAR) in Q4 2019, closing a stake of 17,880 shares — an estimated $835K sold.

Waverton Investment Management first reported a position in PCAR in Q4 2017 and held it in 8 quarters. The position peaked at $969K in Q2 2019. 642 funds tracked by Wall St. Rank hold PCAR as of Q4 2019.

  • Waverton Investment Management reported no remaining PACCAR position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 17,880 PACCAR shares in Q4 2019, an estimated $835K.
  • Waverton Investment Management first reported a position in PACCAR in Q4 2017 and held it in 8 quarters.
  • Waverton Investment Management's PACCAR position peaked at $969K in Q2 2019.
  • 642 funds tracked by Wall St. Rank held PACCAR as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.