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Planning Capital Management Corporation’s CAVA Group CAVA Stock Holding History

Planning Capital Management Corporation’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.24K Hold
10
– – ﹤0.01% 621
2024
Q2 		$928 Buy
+10
New +$772 ﹤0.01% 592

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Planning Capital Management Corporation held its CAVA Group (CAVA) position steady in Q3 2024 at 10 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Planning Capital Management Corporation first reported a position in CAVA in Q2 2024 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

  • Planning Capital Management Corporation held 10 shares of CAVA Group worth $1.24K as of Q3 2024.
  • Planning Capital Management Corporation left its CAVA Group share count unchanged in Q3 2024.
  • CAVA Group made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #621 holding.
  • Planning Capital Management Corporation first reported a position in CAVA Group in Q2 2024 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

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