CI
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Cavalier Investments’s Darden Restaurants DRI Stock Holding History

Cavalier Investments’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
-13,666
Closed -$2.25M – 85
2023
Q4 		$2.25M Buy
13,666
+319
+2% +$48.3K 0.83% 34
2023
Q3 		$1.91M Buy
13,347
+490
+4% +$77.7K 0.75% 37
2023
Q2 		$2.15M Buy
+12,857
New +$2.02M 0.78% 31
2020
Q1 		– Sell
-7,000
Closed -$763K – 119
2019
Q4 		$763K Hold
7,000
– – 0.33% 66
2019
Q3 		$828K Hold
7,000
– – 0.36% 62
2019
Q2 		$852K Buy
+7,000
New +$833K 0.36% 61
2016
Q3 		– Sell
-28,800
Closed -$1.82M – 139
2016
Q2 		$1.82M Sell
28,800
-3,600
-11% -$235K 1.07% 18
2016
Q1 		$2.15M Hold
32,400
– – 1.23% 16
2015
Q4 		$2.06M Buy
32,400
+5,216
+19% +$303K 1.23% 15
2015
Q3 		$1.67M Buy
+27,184
New +$1.72M 1.4% 16

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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