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Altshuler Shaham’s Darden Restaurants DRI Stock Holding History

Altshuler Shaham’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
-137
Closed -$22.9K – 314
2024
Q1 		$22.9K Buy
+137
New +$22.7K ﹤0.01% 191
2020
Q3 		– Sell
-10,296
Closed -$780K – 392
2020
Q2 		$780K Buy
10,296
+1,659
+19% +$118K 0.02% 77
2020
Q1 		$470K Buy
+8,637
New +$840K 0.02% 92

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altshuler Shaham's DRI Position: Q2 2024 in Review

Altshuler Shaham sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 137 shares — an estimated $22.9K sold.

Altshuler Shaham first reported a position in DRI in Q1 2020 and held it in 3 quarters. The position peaked at $780K in Q2 2020. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Altshuler Shaham reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Altshuler Shaham sold 137 Darden Restaurants shares in Q2 2024, an estimated $22.9K.
  • Altshuler Shaham first reported a position in Darden Restaurants in Q1 2020 and held it in 3 quarters.
  • Altshuler Shaham's Darden Restaurants position peaked at $780K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Altshuler Shaham's 13F filing for Q2 2024, filed 14 Aug 2024.