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Baystate Wealth Management’s Darden Restaurants DRI Stock Holding History

Baystate 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
2023
Q4 		$2.06K Buy
12
+1
+9% +$151 ﹤0.01% 1054
2023
Q3 		$1.64K Hold
11
– – ﹤0.01% 829
2023
Q2 		$1.9K Hold
11
– – ﹤0.01% 852
2023
Q1 		$1.75K Hold
11
– – ﹤0.01% 853
2022
Q4 		$2K Hold
11
– – ﹤0.01% 784
2022
Q3 		$1K Buy
11
+1
+10% +$125 ﹤0.01% 804
2022
Q2 		$1K Hold
10
– – ﹤0.01% 831
2022
Q1 		$1K Hold
10
– – ﹤0.01% 818
2021
Q4 		$2K Hold
10
– – ﹤0.01% 752
2021
Q3 		$2K Hold
10
– – ﹤0.01% 676
2021
Q2 		$2K Hold
10
– – ﹤0.01% 647
2021
Q1 		$2K Hold
10
– – ﹤0.01% 585
2020
Q4 		$1K Sell
10
-1
-9% -$107 ﹤0.01% 609
2020
Q3 		$1K Buy
11
+1
+10% +$83 ﹤0.01% 575
2020
Q2 		$1K Sell
10
-205
-95% -$14.5K ﹤0.01% 591
2020
Q1 		$12K Buy
215
+1
+0.5% +$97 ﹤0.01% 344
2019
Q4 		$23K Buy
214
+2
+0.9% +$227 ﹤0.01% 303
2019
Q3 		$25K Sell
212
-156
-42% -$19K ﹤0.01% 269
2019
Q2 		$45K Sell
368
-18
-5% -$2.14K 0.01% 225
2019
Q1 		$46K Buy
386
+22
+6% +$2.41K 0.01% 220
2018
Q4 		$40K Buy
364
+3
+0.8% +$321 0.01% 228
2018
Q3 		$39K Buy
361
+2
+0.6% +$225 0.01% 232
2018
Q2 		$40K Sell
359
-45
-11% -$4.12K 0.01% 212
2018
Q1 		$37K Buy
404
+394
+3,940% +$37.3K 0.01% 223
2017
Q4 		$1K Hold
10
– – ﹤0.01% 563
2017
Q3 		$1K Hold
10
– – ﹤0.01% 548
2017
Q2 		$1K Hold
10
– – ﹤0.01% 567
2017
Q1 		$1K Buy
+10
New +$749 ﹤0.01% 530

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Baystate Wealth Management's DRI Position: Q4 2023 in Review

Baystate Wealth Management increased its Darden Restaurants (DRI) stake by 9.1% in Q4 2023, buying an estimated $151 and bringing the position to 12 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Baystate Wealth Management first reported a position in DRI in Q1 2017 and has held it in 28 quarters since. The position peaked at $46K in Q1 2019. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Baystate Wealth Management held 12 shares of Darden Restaurants worth $2.06K as of Q4 2023.
  • Baystate Wealth Management bought 1 Darden Restaurants share in Q4 2023, an estimated $151.
  • Darden Restaurants made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1054 holding.
  • Baystate Wealth Management first reported a position in Darden Restaurants in Q1 2017 and has held it in 28 quarters since.
  • Baystate Wealth Management's Darden Restaurants position peaked at $46K in Q1 2019.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.