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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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's DRI Position: Q1 2024 in Review

Advisory Research sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 1,829 shares — an estimated $301K sold.

Advisory Research first reported a position in DRI in Q1 2014 and held it in 18 quarters. The position peaked at $1.14M in Q1 2021. 919 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Advisory Research reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 1,829 Darden Restaurants shares in Q1 2024, an estimated $301K.
  • Advisory Research first reported a position in Darden Restaurants in Q1 2014 and held it in 18 quarters.
  • Advisory Research's Darden Restaurants position peaked at $1.14M in Q1 2021.
  • 919 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.