Westwood Management Corporation’s PACCAR PCAR Stock Holding History

Westwood Management Corporation’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
2017 Q1	–	Sell	-4,950	Closed	-$211K	–	90
2016 Q4	$211K	Sell	4,950 -300	-6%	-$12.1K	0.04%	71
2016 Q3	$206K	Sell	5,250 -750	-13%	-$28.5K	0.04%	74
2016 Q2	$207K	Sell	6,000 -450	-7%	-$16.6K	0.04%	66
2016 Q1	$235K	Hold	6,450	–	–	0.04%	68
2015 Q4	$204K	Sell	6,450 -1,800	-22%	-$61.3K	0.04%	70
2015 Q3	$287K	Hold	8,250	–	–	0.05%	66
2015 Q2	$351K	Hold	8,250	–	–	0.06%	67
2015 Q1	$347K	Hold	8,250	–	–	0.06%	68
2014 Q4	$374K	Hold	8,250	–	–	0.06%	64
2014 Q3	$313K	Hold	8,250	–	–	0.06%	64
2014 Q2	$346K	Sell	8,250 -450	-5%	-$19.2K	0.06%	68
2014 Q1	$391K	Sell	8,700 -300	-3%	-$12.4K	0.07%	69
2013 Q4	$355K	Sell	9,000 -1,200	-12%	-$45.4K	0.06%	72
2013 Q3	$378K	Sell	10,200 -300	-3%	-$11.2K	0.07%	76
2013 Q2	$376K	Buy	+10,500	New	+$362K	0.08%	74

Other funds holding PCAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westwood Management Corporation's PCAR Position: Q1 2017 in Review

Westwood Management Corporation sold out of PACCAR (PCAR) in Q1 2017, closing a stake of 4,950 shares — an estimated $211K sold.

Westwood Management Corporation first reported a position in PCAR in Q2 2013 and held it in 15 quarters. The position peaked at $391K in Q1 2014. 533 funds tracked by Wall St. Rank hold PCAR as of Q1 2017.

Westwood Management Corporation reported no remaining PACCAR position as of Q1 2017 after selling out during the quarter.
Westwood Management Corporation sold 4,950 PACCAR shares in Q1 2017, an estimated $211K.
Westwood Management Corporation first reported a position in PACCAR in Q2 2013 and held it in 15 quarters.
Westwood Management Corporation's PACCAR position peaked at $391K in Q1 2014.
533 funds tracked by Wall St. Rank held PACCAR as of Q1 2017.

Based on Westwood Management Corporation's 13F filing for Q1 2017, filed 21 Apr 2017.