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Capital Performance Advisors’s Darden Restaurants DRI Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-23
Closed -$3.77K – 863
2024
Q3 		$3.77K Buy
+23
New +$3.48K ﹤0.01% 1242

Other funds holding DRI

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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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's DRI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 23 shares — an estimated $3.77K sold.

Capital Performance Advisors first reported a position in DRI in Q3 2024 and held it in 1 quarter. The position peaked at $3.77K in Q3 2024. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 Darden Restaurants shares in Q4 2024, an estimated $3.77K.
  • Capital Performance Advisors first reported a position in Darden Restaurants in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Darden Restaurants position peaked at $3.77K in Q3 2024.
  • 948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.