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Planning Capital Management Corporation’s Darden Restaurants DRI Stock Holding History

Planning Capital Management Corporation’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11
Closed -$1.67K – 825
2024
Q2 		$1.67K Hold
11
– – ﹤0.01% 543
2024
Q1 		$1.84K Hold
11
– – ﹤0.01% 567
2023
Q4 		$1.81K Buy
+11
New +$1.67K ﹤0.01% 566

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State Street
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Charles Schwab
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Geode Capital Management
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RJA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Planning Capital Management Corporation sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 11 shares — an estimated $1.67K sold.

Planning Capital Management Corporation first reported a position in DRI in Q4 2023 and held it in 3 quarters. The position peaked at $1.84K in Q1 2024. 882 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 11 Darden Restaurants shares in Q3 2024, an estimated $1.67K.
  • Planning Capital Management Corporation first reported a position in Darden Restaurants in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Darden Restaurants position peaked at $1.84K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

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