Edmonds Duncan Registered Investment Advisors’s Darden Restaurants DRI Stock Holding History

Edmonds Duncan Registered Investment 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
2023 Q3	–	Sell	-1,413	Closed	-$236K	–	136
2023 Q2	$236K	Buy	+1,413	New	+$222K	0.07%	118
2022 Q1	–	Sell	-2,275	Closed	-$315K	–	145
2021 Q4	$315K	Buy	2,275 +203	+10%	+$30K	0.08%	97
2021 Q3	$314K	Buy	2,072 +100	+5%	+$14.7K	0.1%	104
2021 Q2	$288K	Buy	1,972 +114	+6%	+$16K	0.09%	106
2021 Q1	$264K	Buy	1,858 +48	+3%	+$6.32K	0.09%	105
2020 Q4	$235K	Buy	+1,810	New	+$194K	0.08%	113

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's DRI Position: Q3 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 1,413 shares — an estimated $236K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in DRI in Q4 2020 and held it in 6 quarters. The position peaked at $315K in Q4 2021. 850 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

Edmonds Duncan Registered Investment Advisors reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 1,413 Darden Restaurants shares in Q3 2023, an estimated $236K.
Edmonds Duncan Registered Investment Advisors first reported a position in Darden Restaurants in Q4 2020 and held it in 6 quarters.
Edmonds Duncan Registered Investment Advisors's Darden Restaurants position peaked at $315K in Q4 2021.
850 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.