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Planning Capital Management Corporation’s Unity U Stock Holding History

Planning Capital Management Corporation’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$34.4K Buy
+1,519
New +$26.2K 0.02% 221

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Capital Management Corporation's U Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Unity (U) in Q3 2024: 1,519 shares worth $34.4K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

399 funds tracked by Wall St. Rank hold U as of Q3 2024.

  • Planning Capital Management Corporation held 1,519 shares of Unity worth $34.4K as of Q3 2024.
  • Unity was a new Planning Capital Management Corporation position in Q3 2024.
  • Unity made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #221 holding.
  • 399 funds tracked by Wall St. Rank held Unity as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.