PCMC
UNH icon

Planning Capital Management Corporation’s UnitedHealth UNH Stock Holding History

Planning Capital Management Corporation’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.11M Buy
1,899
+660
+53% +$373K 0.74% 38
2024
Q2 		$631K Buy
1,239
+785
+173% +$385K 0.45% 43
2024
Q1 		$225K Sell
454
-60
-12% -$30.5K 0.16% 76
2023
Q4 		$271K Buy
+514
New +$274K 0.21% 67

Other funds holding UNH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Planning Capital Management Corporation increased its UnitedHealth (UNH) stake by 53% in Q3 2024, buying an estimated $373K and bringing the position to 1,899 shares worth $1.11M. The position accounts for 0.74% of the portfolio, ranked #38.

Planning Capital Management Corporation first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Planning Capital Management Corporation held 1,899 shares of UnitedHealth worth $1.11M as of Q3 2024.
  • Planning Capital Management Corporation bought 660 UnitedHealth shares in Q3 2024, an estimated $373K.
  • UnitedHealth made up 0.74% of Planning Capital Management Corporation's portfolio in Q3 2024, its #38 holding.
  • Planning Capital Management Corporation first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

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