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Capital Investment Advisory Services’s Darden Restaurants DRI Stock Holding History

Capital Investment Advisory Services’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 		– Sell
-1,100
Closed -$181K – 970
2023
Q4 		$181K Buy
+1,100
New +$167K 0.02% 501

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BlackRock
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State Street
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Charles Schwab
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Victory Capital Management
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Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisory Services's DRI Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 200 shares — an estimated $32.9K sold.

Capital Investment Advisory Services first reported a position in DRI in Q2 2019 and held it in 9 quarters. The position peaked at $765K in Q1 2021. 917 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Capital Investment Advisory Services reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 200 Darden Restaurants shares in Q1 2024, an estimated $32.9K.
  • Capital Investment Advisory Services first reported a position in Darden Restaurants in Q2 2019 and held it in 9 quarters.
  • Capital Investment Advisory Services's Darden Restaurants position peaked at $765K in Q1 2021.
  • 917 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.