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Willingdon Wealth Management’s PACCAR PCAR Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-45
Closed -$2K – 365
2019
Q4 		$2K Hold
45
– – ﹤0.01% 332
2019
Q3 		$2K Buy
+45
New +$2.05K ﹤0.01% 362

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Willingdon Wealth Management's PCAR Position: Q1 2020 in Review

Willingdon Wealth Management sold out of PACCAR (PCAR) in Q1 2020, closing a stake of 45 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in PCAR in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 578 funds tracked by Wall St. Rank hold PCAR as of Q1 2020.

  • Willingdon Wealth Management reported no remaining PACCAR position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 45 PACCAR shares in Q1 2020, an estimated $2K.
  • Willingdon Wealth Management first reported a position in PACCAR in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's PACCAR position peaked at $2K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held PACCAR as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.