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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cavalier Investments's DRI Position: Q1 2024 in Review

Cavalier Investments sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 13,666 shares — an estimated $2.25M sold.

Cavalier Investments first reported a position in DRI in Q3 2015 and held it in 10 quarters. The position peaked at $2.25M in Q4 2023. 919 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Cavalier Investments reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
Cavalier Investments sold 13,666 Darden Restaurants shares in Q1 2024, an estimated $2.25M.
Cavalier Investments first reported a position in Darden Restaurants in Q3 2015 and held it in 10 quarters.
Cavalier Investments's Darden Restaurants position peaked at $2.25M in Q4 2023.
919 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Cavalier Investments's 13F filing for Q1 2024, filed 26 Apr 2024.