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Colonial Trust Advisors’s Darden Restaurants DRI Stock Holding History

Colonial Trust 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
Q1 		– Sell
-10
Closed -$1.64K – 1044
2023
Q4 		$1.64K Hold
10
– – ﹤0.01% 728
2023
Q3 		$1.43K Hold
10
– – ﹤0.01% 748
2023
Q2 		$1.67K Hold
10
– – ﹤0.01% 757
2023
Q1 		$1.55K Hold
10
– – ﹤0.01% 752
2022
Q4 		$1.38K Buy
+10
New +$1.4K ﹤0.01% 768

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 $5.72T 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

Colonial Trust Advisors's DRI Position: Q1 2024 in Review

Colonial Trust Advisors sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 10 shares — an estimated $1.64K sold.

Colonial Trust Advisors first reported a position in DRI in Q4 2022 and held it in 5 quarters. The position peaked at $1.67K in Q2 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Colonial Trust Advisors reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 10 Darden Restaurants shares in Q1 2024, an estimated $1.64K.
  • Colonial Trust Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's Darden Restaurants position peaked at $1.67K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Colonial Trust Advisors's 13F filing for Q1 2024, filed 14 May 2024.