WIM
PCAR icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return