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ZWJ Investment Counsel’s PACCAR PCAR Stock Holding History

ZWJ Investment Counsel’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 		– Sell
-4,628
Closed -$476K – 243
2024
Q2 		$476K Hold
4,628
– – 0.02% 147
2024
Q1 		$573K Buy
+4,628
New +$497K 0.03% 138

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 $298B AUM 21.96% 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

ZWJ Investment Counsel's PCAR Position: Q3 2024 in Review

ZWJ Investment Counsel sold out of PACCAR (PCAR) in Q3 2024, closing a stake of 4,628 shares — an estimated $476K sold.

ZWJ Investment Counsel first reported a position in PCAR in Q1 2024 and held it in 2 quarters. The position peaked at $573K in Q1 2024. 958 funds tracked by Wall St. Rank hold PCAR as of Q3 2024.

  • ZWJ Investment Counsel reported no remaining PACCAR position as of Q3 2024 after selling out during the quarter.
  • ZWJ Investment Counsel sold 4,628 PACCAR shares in Q3 2024, an estimated $476K.
  • ZWJ Investment Counsel first reported a position in PACCAR in Q1 2024 and held it in 2 quarters.
  • ZWJ Investment Counsel's PACCAR position peaked at $573K in Q1 2024.
  • 958 funds tracked by Wall St. Rank held PACCAR as of Q3 2024.

Based on ZWJ Investment Counsel's 13F filing for Q3 2024, filed 16 Oct 2024.