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Williams Jones & Associates’s PACCAR PCAR Stock Holding History

Williams Jones & Associates’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
2018
Q4 		– Sell
-18,195
Closed -$827K – 423
2018
Q3 		$827K Buy
18,195
+3,600
+25% +$159K 0.02% 244
2018
Q2 		$603K Buy
14,595
+1,650
+13% +$71.3K 0.01% 267
2018
Q1 		$571K Buy
+12,945
New +$612K 0.01% 268

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Williams Jones & Associates's PCAR Position: Q4 2018 in Review

Williams Jones & Associates sold out of PACCAR (PCAR) in Q4 2018, closing a stake of 18,195 shares — an estimated $827K sold.

Williams Jones & Associates first reported a position in PCAR in Q1 2018 and held it in 3 quarters. The position peaked at $827K in Q3 2018. 576 funds tracked by Wall St. Rank hold PCAR as of Q4 2018.

  • Williams Jones & Associates reported no remaining PACCAR position as of Q4 2018 after selling out during the quarter.
  • Williams Jones & Associates sold 18,195 PACCAR shares in Q4 2018, an estimated $827K.
  • Williams Jones & Associates first reported a position in PACCAR in Q1 2018 and held it in 3 quarters.
  • Williams Jones & Associates's PACCAR position peaked at $827K in Q3 2018.
  • 576 funds tracked by Wall St. Rank held PACCAR as of Q4 2018.

Based on Williams Jones & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.