Cambridge Trust’s Darden Restaurants DRI Stock Holding History

Cambridge Trust’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 Q1	$33.4K	Sell	200 -50	-20%	-$8.3K	﹤0.01%	469
2023 Q4	$41.1K	Sell	250 -8	-3%	-$1.21K	﹤0.01%	437
2023 Q3	$37K	Buy	258 +8	+3%	+$1.27K	﹤0.01%	452
2023 Q2	$41.8K	Hold	250	–	–	﹤0.01%	447
2023 Q1	$38.8K	Hold	250	–	–	﹤0.01%	467
2022 Q4	$35K	Sell	250 -157	-39%	-$21.9K	﹤0.01%	485
2022 Q3	$51K	Sell	407 -13	-3%	-$1.63K	﹤0.01%	449
2022 Q2	$48K	Sell	420 -152	-27%	-$19K	﹤0.01%	488
2022 Q1	$76K	Hold	572	–	–	﹤0.01%	469
2021 Q4	$86K	Buy	+572	New	+$84.6K	﹤0.01%	442

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T 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

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

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

Cambridge Trust's DRI Position: Q1 2024 in Review

Cambridge Trust reduced its Darden Restaurants (DRI) stake by 20% in Q1 2024, selling an estimated $8.3K and leaving 200 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Cambridge Trust first reported a position in DRI in Q4 2021 and has held it in 10 quarters since. The position peaked at $86K in Q4 2021. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Cambridge Trust held 200 shares of Darden Restaurants worth $33.4K as of Q1 2024.
Cambridge Trust sold 50 Darden Restaurants shares in Q1 2024, an estimated $8.3K.
Darden Restaurants made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #469 holding.
Cambridge Trust first reported a position in Darden Restaurants in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Darden Restaurants position peaked at $86K in Q4 2021.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.