ZF
PCAR icon

Zega Financial’s PACCAR PCAR Stock Holding History

Zega Financial’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 		$1.04M Sell
10,500
-36
-0.3% -$3.52K 0.16% 45
2024
Q2 		$1.08M Buy
+10,536
New +$1.16M 0.19% 41

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
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 $315B AUM 27.84% 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

Zega Financial's PCAR Position: Q3 2024 in Review

Zega Financial reduced its PACCAR (PCAR) stake by 0.34% in Q3 2024, selling an estimated $3.52K and leaving 10,500 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #45.

Zega Financial first reported a position in PCAR in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.08M in Q2 2024. 959 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • Zega Financial held 10,500 shares of PACCAR worth $1.04M as of Q3 2024.
  • Zega Financial sold 36 PACCAR shares in Q3 2024, an estimated $3.52K.
  • PACCAR made up 0.16% of Zega Financial's portfolio in Q3 2024, its #45 holding.
  • Zega Financial first reported a position in PACCAR in Q2 2024 and has held it in 2 quarters since.
  • Zega Financial's PACCAR position peaked at $1.08M in Q2 2024.
  • 959 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.