Planned Solutions’s Cintas CTAS Stock Holding History

Planned Solutions’s Portfolio CTAS Stock Details CTAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-136	Closed	-$28K	–	222
2024 Q3	$28K	Buy	+136	New	+$26.2K	0.01%	361
2024 Q1	–	Sell	-136	Closed	-$20.5K	–	190
2023 Q4	$20.5K	Buy	+136	New	+$18.2K	0.01%	367

Other funds holding CTAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's CTAS Position: Q4 2024 in Review

Planned Solutions sold out of Cintas (CTAS) in Q4 2024, closing a stake of 136 shares — an estimated $28K sold.

Planned Solutions first reported a position in CTAS in Q4 2023 and held it in 2 quarters. The position peaked at $28K in Q3 2024. 1,388 funds tracked by Wall St. Rank hold CTAS as of Q4 2024.

Planned Solutions reported no remaining Cintas position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 136 Cintas shares in Q4 2024, an estimated $28K.
Planned Solutions first reported a position in Cintas in Q4 2023 and held it in 2 quarters.
Planned Solutions's Cintas position peaked at $28K in Q3 2024.
1,388 funds tracked by Wall St. Rank held Cintas as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.