Duality Advisers’s Darden Restaurants DRI Stock Holding History

Duality Advisers’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	-31,643	Closed	-$5.2M	–	633
2023 Q4	$5.2M	Buy	31,643 +30,067	+1,908%	+$4.55M	0.55%	29
2023 Q3	$226K	Buy	+1,576	New	+$250K	0.03%	510
2022 Q4	–	Sell	-8,429	Closed	-$1.06M	–	630
2022 Q3	$1.06M	Buy	+8,429	New	+$1.05M	0.12%	296
2022 Q2	–	Sell	-1,523	Closed	-$202K	–	656
2022 Q1	$202K	Buy	+1,523	New	+$210K	0.02%	600
2020 Q1	–	Sell	-89,449	Closed	-$9.75M	–	91
2019 Q4	$9.75M	Buy	89,449 +49,679	+125%	+$5.64M	0.58%	44
2019 Q3	$4.7M	Buy	+39,770	New	+$4.85M	0.26%	125
2019 Q1	–	Sell	-13,190	Closed	-$1.32M	–	229
2018 Q4	$1.32M	Buy	+13,190	New	+$1.41M	0.08%	170

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Duality Advisers's DRI Position: Q1 2024 in Review

Duality Advisers sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 31,643 shares — an estimated $5.2M sold.

Duality Advisers first reported a position in DRI in Q4 2018 and held it in 7 quarters. The position peaked at $9.75M in Q4 2019. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Duality Advisers reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
Duality Advisers sold 31,643 Darden Restaurants shares in Q1 2024, an estimated $5.2M.
Duality Advisers first reported a position in Darden Restaurants in Q4 2018 and held it in 7 quarters.
Duality Advisers's Darden Restaurants position peaked at $9.75M in Q4 2019.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.