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Accordant Advisory Group’s Darden Restaurants DRI Stock Holding History

Accordant Advisory Group’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
Q2 		– Sell
-2,157
Closed -$361K – 174
2024
Q1 		$361K Buy
+2,157
New +$358K 0.27% 64

Other funds holding DRI

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accordant Advisory Group's DRI Position: Q2 2024 in Review

Accordant Advisory Group sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 2,157 shares — an estimated $361K sold.

Accordant Advisory Group first reported a position in DRI in Q1 2024 and held it in 1 quarter. The position peaked at $361K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Accordant Advisory Group reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 2,157 Darden Restaurants shares in Q2 2024, an estimated $361K.
  • Accordant Advisory Group first reported a position in Darden Restaurants in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Darden Restaurants position peaked at $361K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.