EWM
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Evercore Wealth Management’s Darden Restaurants DRI Stock Holding History

Evercore Wealth Management’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
-1,485
Closed -$248K – 413
2023
Q2 		$248K Hold
1,485
– – ﹤0.01% 367
2023
Q1 		$230K Sell
1,485
-490
-25% -$72.5K ﹤0.01% 365
2022
Q4 		$273K Hold
1,975
– – 0.01% 337
2022
Q3 		$250K Hold
1,975
– – 0.01% 342
2022
Q2 		$223K Sell
1,975
-600
-23% -$74.9K ﹤0.01% 363
2022
Q1 		$342K Sell
2,575
-501
-16% -$69.2K 0.01% 330
2021
Q4 		$463K Sell
3,076
-148
-5% -$21.9K 0.01% 297
2021
Q3 		$488K Sell
3,224
-35
-1% -$5.14K 0.01% 292
2021
Q2 		$476K Sell
3,259
-21
-0.6% -$2.96K 0.01% 294
2021
Q1 		$466K Sell
3,280
-89
-3% -$11.7K 0.01% 302
2020
Q4 		$401K Buy
+3,369
New +$361K 0.01% 313
2017
Q2 		– Sell
-32
Closed -$3K – 985
2017
Q1 		$3K Hold
32
– – ﹤0.01% 923
2016
Q4 		$2K Sell
32
-500
-94% -$34.8K ﹤0.01% 943
2016
Q3 		$33K Buy
532
+272
+105% +$16.9K ﹤0.01% 687
2016
Q2 		$16K Buy
260
+32
+14% +$2.09K ﹤0.01% 789
2016
Q1 		$15K Hold
228
– – ﹤0.01% 762
2015
Q4 		$15K Buy
+228
New +$13.2K ﹤0.01% 806

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return