WIL
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Winifred I. Li’s PACCAR PCAR Stock Holding History

Winifred I. Li’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
2014
Q4 		$791K Hold
17,453
– – 0.75% 41
2014
Q3 		$662K Sell
17,453
-472
-3% -$19.7K 0.63% 54
2014
Q2 		$751K Buy
17,925
+2,482
+16% +$106K 0.64% 51
2014
Q1 		$694K Sell
15,443
-1,170
-7% -$48.2K 0.6% 54
2013
Q4 		$655K Hold
16,613
– – 0.56% 60
2013
Q3 		$617K Sell
16,613
-270
-2% -$10K 0.57% 59
2013
Q2 		$604K Buy
+16,883
New +$582K 0.56% 56

Other funds holding PCAR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winifred I. Li's PCAR Position: Q4 2014 in Review

Winifred I. Li held its PACCAR (PCAR) position steady in Q4 2014 at 17,453 shares worth $791K. The position accounts for 0.75% of the portfolio, ranked #41.

Winifred I. Li first reported a position in PCAR in Q2 2013 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold PCAR as of Q4 2014.

  • Winifred I. Li held 17,453 shares of PACCAR worth $791K as of Q4 2014.
  • Winifred I. Li left its PACCAR share count unchanged in Q4 2014.
  • PACCAR made up 0.75% of Winifred I. Li's portfolio in Q4 2014, its #41 holding.
  • Winifred I. Li first reported a position in PACCAR in Q2 2013 and has held it in 7 quarters since.
  • 484 funds tracked by Wall St. Rank held PACCAR as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.