Atwood & Palmer’s Darden Restaurants DRI Stock Holding History

Atwood & Palmer’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	-8	Closed	-$1.34K	–	440
2024 Q1	$1.34K	Buy	+8	New	+$1.33K	﹤0.01%	386

Other funds holding DRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atwood & Palmer's DRI Position: Q2 2024 in Review

Atwood & Palmer sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 8 shares — an estimated $1.34K sold.

Atwood & Palmer first reported a position in DRI in Q1 2024 and held it in 1 quarter. The position peaked at $1.34K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

Atwood & Palmer reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
Atwood & Palmer sold 8 Darden Restaurants shares in Q2 2024, an estimated $1.34K.
Atwood & Palmer first reported a position in Darden Restaurants in Q1 2024 and held it in 1 quarter.
Atwood & Palmer's Darden Restaurants position peaked at $1.34K in Q1 2024.
897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Atwood & Palmer's 13F filing for Q2 2024, filed 10 Jul 2024.