WI
PCAR icon

WBI Investments’s PACCAR PCAR Stock Holding History

WBI Investments’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
Q3 		– Sell
-5,222
Closed -$538K – 262
2024
Q2 		$538K Sell
5,222
-9,655
-65% -$1.06M 0.13% 118
2024
Q1 		$1.84M Sell
14,877
-20,471
-58% -$2.2M 0.38% 69
2023
Q4 		$3.45M Sell
35,348
-5,387
-13% -$484K 0.69% 32
2023
Q3 		$3.46M Buy
40,735
+16,404
+67% +$1.4M 0.7% 33
2023
Q2 		$2.04M Buy
24,331
+10,766
+79% +$796K 0.37% 79
2023
Q1 		$993K Buy
+13,565
New +$971K 0.2% 119
2020
Q1 		– Sell
-3,912
Closed -$206K – 174
2019
Q4 		$206K Buy
+3,912
New +$201K 0.02% 186
2016
Q4 		– Sell
-51,422
Closed -$2.02M – 365
2016
Q3 		$2.02M Buy
+51,422
New +$1.96M 0.08% 160
2015
Q3 		– Sell
-416,369
Closed -$17.7M – 238
2015
Q2 		$17.7M Sell
416,369
-33,330
-7% -$1.44M 0.45% 50
2015
Q1 		$18.9M Buy
+449,699
New +$19.1M 0.45% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return