ZIMP
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Zimmermann Investment Management & Planning’s PACCAR PCAR Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-2,581
Closed -$255K – 94
2024
Q3 		$255K Sell
2,581
-410
-14% -$40.1K 0.08% 124
2024
Q2 		$308K Sell
2,991
-168
-5% -$18.5K 0.1% 107
2024
Q1 		$391K Hold
3,159
– – 0.14% 98
2023
Q4 		$308K Sell
3,159
-214
-6% -$19.2K 0.13% 94
2023
Q3 		$287K Sell
3,373
-353
-9% -$30K 0.14% 88
2023
Q2 		$312K Buy
3,726
+261
+8% +$19.3K 0.14% 85
2023
Q1 		$254K Sell
3,465
-4,277
-55% -$306K 0.13% 97
2022
Q4 		$511K Buy
7,742
+230
+3% +$15K 0.29% 57
2022
Q3 		$419K Buy
+7,512
New +$437K 0.26% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's PCAR Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 2,581 shares — an estimated $255K sold.

Zimmermann Investment Management & Planning first reported a position in PCAR in Q3 2022 and held it in 9 quarters. The position peaked at $511K in Q4 2022. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,581 PACCAR shares in Q4 2024, an estimated $255K.
  • Zimmermann Investment Management & Planning first reported a position in PACCAR in Q3 2022 and held it in 9 quarters.
  • Zimmermann Investment Management & Planning's PACCAR position peaked at $511K in Q4 2022.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.