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Edge Capital Group’s Darden Restaurants DRI Stock Holding History

Edge Capital 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
Q3 		– Sell
-26,843
Closed -$4.06M – 327
2024
Q2 		$4.06M Buy
26,843
+2,046
+8% +$311K 0.2% 100
2024
Q1 		$4.14M Buy
24,797
+2,673
+12% +$444K 0.21% 98
2023
Q4 		$3.63M Buy
22,124
+1,177
+6% +$178K 0.2% 97
2023
Q3 		$3M Buy
20,947
+11,406
+120% +$1.81M 0.19% 96
2023
Q2 		$1.59M Sell
9,541
-1,488
-13% -$234K 0.09% 145
2023
Q1 		$1.71M Buy
+11,029
New +$1.63M 0.11% 134

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
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 $1.56T 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

Edge Capital Group's DRI Position: Q3 2024 in Review

Edge Capital Group sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 26,843 shares — an estimated $4.06M sold.

Edge Capital Group first reported a position in DRI in Q1 2023 and held it in 6 quarters. The position peaked at $4.14M in Q1 2024. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Edge Capital Group reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Edge Capital Group sold 26,843 Darden Restaurants shares in Q3 2024, an estimated $4.06M.
  • Edge Capital Group first reported a position in Darden Restaurants in Q1 2023 and held it in 6 quarters.
  • Edge Capital Group's Darden Restaurants position peaked at $4.14M in Q1 2024.
  • 881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Edge Capital Group's 13F filing for Q3 2024, filed 12 Nov 2024.