Carroll Financial Associates’s Darden Restaurants DRI Stock Holding History

Carroll Financial Associates’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
2021 Q4	$67K	Sell	450 -55	-11%	-$8.13K	﹤0.01%	637
2021 Q3	$76K	Buy	505 +330	+189%	+$48.5K	﹤0.01%	614
2021 Q2	$25K	Hold	175	–	–	﹤0.01%	1013
2021 Q1	$24K	Buy	175 +120	+218%	+$15.8K	﹤0.01%	964
2020 Q4	$6K	Sell	55 -45	-45%	-$4.82K	﹤0.01%	1221
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	1021
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	1113
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1122
2019 Q4	$10K	Hold	100	–	–	﹤0.01%	1049
2019 Q3	$11K	Sell	100 -45	-31%	-$5.49K	﹤0.01%	961
2019 Q2	$17K	Buy	145 +55	+61%	+$6.54K	﹤0.01%	868
2019 Q1	$10K	Sell	90 -85	-49%	-$9.32K	﹤0.01%	938
2018 Q4	$18K	Hold	175	–	–	﹤0.01%	697
2018 Q3	$19K	Buy	+175	New	+$19.7K	﹤0.01%	715
2015 Q2	–	Sell	-112	Closed	-$6.63K	–	1082
2015 Q1	$7K	Hold	112	–	–	﹤0.01%	574
2014 Q4	$6K	Hold	112	–	–	﹤0.01%	544
2014 Q3	$5K	Hold	112	–	–	﹤0.01%	654
2014 Q2	$5K	Buy	+112	New	+$4.96K	﹤0.01%	701

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carroll Financial Associates's DRI Position: Q4 2021 in Review

Carroll Financial Associates reduced its Darden Restaurants (DRI) stake by 11% in Q4 2021, selling an estimated $8.13K and leaving 450 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Carroll Financial Associates first reported a position in DRI in Q2 2014 and has held it in 18 quarters since. The position peaked at $76K in Q3 2021. 797 funds tracked by Wall St. Rank hold DRI as of Q4 2021.

Carroll Financial Associates held 450 shares of Darden Restaurants worth $67K as of Q4 2021.
Carroll Financial Associates sold 55 Darden Restaurants shares in Q4 2021, an estimated $8.13K.
Darden Restaurants made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #637 holding.
Carroll Financial Associates first reported a position in Darden Restaurants in Q2 2014 and has held it in 18 quarters since.
Carroll Financial Associates's Darden Restaurants position peaked at $76K in Q3 2021.
797 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.