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Custom Portfolio Group’s Darden Restaurants DRI Stock Holding History

Custom Portfolio Group’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
Q2 		$2.27K Hold
15
– – ﹤0.01% 212
2024
Q1 		$2.51K Hold
15
– – ﹤0.01% 213
2023
Q4 		$2.46K Buy
+15
New +$2.27K ﹤0.01% 204

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Custom Portfolio Group's DRI Position: Q2 2024 in Review

Custom Portfolio Group held its Darden Restaurants (DRI) position steady in Q2 2024 at 15 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Custom Portfolio Group first reported a position in DRI in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.51K in Q1 2024. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Custom Portfolio Group held 15 shares of Darden Restaurants worth $2.27K as of Q2 2024.
  • Custom Portfolio Group left its Darden Restaurants share count unchanged in Q2 2024.
  • Darden Restaurants made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #212 holding.
  • Custom Portfolio Group first reported a position in Darden Restaurants in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Darden Restaurants position peaked at $2.51K in Q1 2024.
  • 900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.