Aurora Investment Counsel’s Darden Restaurants DRI Stock Holding History

Aurora Investment Counsel’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
2025 Q2	–	Sell	-7,817	Closed	-$1.62M	–	112
2025 Q1	$1.62M	Sell	7,817 -4,453	-36%	-$859K	0.9%	55
2024 Q4	$2.29M	Sell	12,270 -17	-0.1%	-$2.85K	1.25%	22
2024 Q3	$2.02M	Buy	12,287 +21	+0.2%	+$3.18K	1.09%	33
2024 Q2	$1.86M	Buy	+12,266	New	+$1.87M	1.09%	40
2020 Q3	–	Sell	-14,460	Closed	-$1.1M	–	125
2020 Q2	$1.1M	Sell	14,460 -510	-3%	-$36.2K	1.04%	35
2020 Q1	$815K	Buy	14,970 +4,013	+37%	+$390K	0.9%	54
2019 Q4	$1.19M	Sell	10,957 -5,155	-32%	-$585K	0.89%	53
2019 Q3	$1.91M	Buy	16,112 +45	+0.3%	+$5.49K	0.92%	43
2019 Q2	$1.95M	Buy	+16,067	New	+$1.91M	0.93%	39

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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