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Baker Tilly Wealth Management’s Darden Restaurants DRI Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-1,628
Closed -$246K – 245
2024
Q2 		$246K Sell
1,628
-3,600
-69% -$548K 0.1% 228
2024
Q1 		$874K Buy
5,228
+16
+0.3% +$2.66K 0.16% 143
2023
Q4 		$856K Buy
5,212
+94
+2% +$14.2K 0.14% 158
2023
Q3 		$733K Buy
5,118
+313
+7% +$49.6K 0.12% 170
2023
Q2 		$803K Sell
4,805
-32
-0.7% -$5.03K 0.08% 238
2023
Q1 		$751K Buy
4,837
+2,931
+154% +$434K 0.08% 249
2022
Q4 		$264K Sell
1,906
-53
-3% -$7.39K 0.03% 458
2022
Q3 		$247K Buy
1,959
+11
+0.6% +$1.38K 0.03% 439
2022
Q2 		$220K Buy
1,948
+3
+0.2% +$375 0.03% 459
2022
Q1 		$259K Sell
1,945
-3
-0.2% -$414 0.03% 449
2021
Q4 		$293K Buy
1,948
+3
+0.2% +$443 0.03% 434
2021
Q3 		$295K Buy
1,945
+5
+0.3% +$735 0.04% 421
2021
Q2 		$283K Buy
+1,940
New +$273K 0.05% 410

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Baker Tilly Wealth Management's DRI Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,628 shares — an estimated $246K sold.

Baker Tilly Wealth Management first reported a position in DRI in Q2 2021 and held it in 13 quarters. The position peaked at $874K in Q1 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,628 Darden Restaurants shares in Q3 2024, an estimated $246K.
  • Baker Tilly Wealth Management first reported a position in Darden Restaurants in Q2 2021 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Darden Restaurants position peaked at $874K in Q1 2024.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.