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Planning Capital Management Corporation’s LXP Industrial Trust LXP Stock Holding History

Planning Capital Management Corporation’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$10.1K Hold
200
– – 0.01% 440
2024
Q2 		$9.12K Hold
200
– – 0.01% 418
2024
Q1 		$9.02K Buy
+200
New +$9.09K 0.01% 433

Other funds holding LXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Planning Capital Management Corporation held its LXP Industrial Trust (LXP) position steady in Q3 2024 at 200 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #440.

Planning Capital Management Corporation first reported a position in LXP in Q1 2024 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold LXP as of Q3 2024.

  • Planning Capital Management Corporation held 200 shares of LXP Industrial Trust worth $10.1K as of Q3 2024.
  • Planning Capital Management Corporation left its LXP Industrial Trust share count unchanged in Q3 2024.
  • LXP Industrial Trust made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #440 holding.
  • Planning Capital Management Corporation first reported a position in LXP Industrial Trust in Q1 2024 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2024.

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