AWM
DRI icon

Accel Wealth Management’s Darden Restaurants DRI Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-512
Closed -$79.4K – 347
2023
Q1 		$79.4K Buy
512
+1
+0.2% +$148 0.03% 377
2022
Q4 		$70.7K Buy
511
+1
+0.2% +$139 0.03% 301
2022
Q3 		$67K Buy
510
+1
+0.2% +$125 0.04% 316
2022
Q2 		$60K Sell
509
-94
-16% -$11.7K 0.03% 316
2022
Q1 		$78K Hold
603
– – 0.04% 287
2021
Q4 		$91K Buy
603
+1
+0.2% +$148 0.04% 275
2021
Q3 		$91K Buy
602
+1
+0.2% +$147 0.06% 236
2021
Q2 		$88K Buy
601
+300
+100% +$42.2K 0.06% 248
2021
Q1 		$43K Hold
301
– – 0.03% 341
2020
Q4 		$36K Buy
+301
New +$32.2K 0.03% 361

Other funds holding DRI

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return