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Crewe Advisors’s Darden Restaurants DRI Stock Holding History

Crewe 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
Q3 		– Sell
-26
Closed -$3.94K – 793
2024
Q2 		$3.94K Buy
+26
New +$3.96K ﹤0.01% 838
2023
Q4 		– Sell
-2
Closed -$287 – 492
2023
Q3 		$287 Hold
2
– – ﹤0.01% 423
2023
Q2 		$335 Buy
+2
New +$314 ﹤0.01% 669
2023
Q1 		– Sell
-26
Closed -$3.6K – 874
2022
Q4 		$3.6K Sell
26
-113
-81% -$15.8K ﹤0.01% 739
2022
Q3 		$18K Buy
139
+37
+36% +$4.63K ﹤0.01% 490
2022
Q2 		$12K Buy
+102
New +$12.7K ﹤0.01% 548
2020
Q4 		– Sell
-14
Closed -$1K – 508
2020
Q3 		$1K Buy
+14
New +$1.16K ﹤0.01% 574

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return