Advisory Research’s Darden Restaurants DRI Stock Holding History

Advisory Research’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 Q1	–	Sell	-1,829	Closed	-$301K	–	209
2023 Q4	$301K	Sell	1,829 -450	-20%	-$68.1K	0.05%	292
2023 Q3	$326K	Hold	2,279	–	–	0.05%	355
2023 Q2	$381K	Buy	2,279 +602	+36%	+$94.6K	0.05%	340
2023 Q1	$260K	Sell	1,677 -579	-26%	-$85.7K	0.04%	306
2022 Q4	$312K	Buy	+2,256	New	+$315K	0.03%	293
2022 Q2	–	Sell	-2,584	Closed	-$344K	–	393
2022 Q1	$344K	Sell	2,584 -2,122	-45%	-$293K	0.03%	289
2021 Q4	$709K	Buy	4,706 +679	+17%	+$100K	0.06%	226
2021 Q3	$610K	Buy	4,027 +372	+10%	+$54.7K	0.04%	234
2021 Q2	$534K	Sell	3,655 -4,399	-55%	-$619K	0.04%	259
2021 Q1	$1.14M	Sell	8,054 -792	-9%	-$104K	0.08%	188
2020 Q4	$1.05M	Buy	8,846 +5,309	+150%	+$569K	0.08%	188
2020 Q3	$356K	Buy	+3,537	New	+$294K	0.03%	258
2019 Q3	–	Sell	-2,352	Closed	-$286K	–	321
2019 Q2	$286K	Sell	2,352 -1,210	-34%	-$144K	0.01%	340
2019 Q1	$433K	Buy	3,562 +198	+6%	+$21.7K	0.01%	303
2018 Q4	$336K	Buy	3,364 +560	+20%	+$59.9K	0.01%	328
2018 Q3	$312K	Sell	2,804 -428	-13%	-$48.2K	0.01%	337
2018 Q2	$346K	Buy	+3,232	New	+$296K	0.01%	337
2014 Q2	–	Sell	-1,517	Closed	-$69K	–	422
2014 Q1	$69K	Buy	+1,517	New	+$67.8K	﹤0.01%	555

Other funds holding DRI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return