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Evergreen Wealth Solutions’s Darden Restaurants DRI Stock Holding History

Evergreen Wealth Solutions’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 		– Sell
-2,939
Closed -$491K – 121
2024
Q1 		$491K Sell
2,939
-104
-3% -$17.3K 0.36% 64
2023
Q4 		$500K Buy
3,043
+167
+6% +$25.3K 0.43% 63
2023
Q3 		$412K Sell
2,876
-116
-4% -$18.4K 0.42% 67
2023
Q2 		$500K Buy
2,992
+234
+8% +$36.8K 0.5% 63
2023
Q1 		$428K Sell
2,758
-641
-19% -$94.8K 0.5% 64
2022
Q4 		$470K Sell
3,399
-58
-2% -$8.09K 0.62% 54
2022
Q3 		$437K Sell
3,457
-1,243
-26% -$155K 0.62% 52
2022
Q2 		$532K Buy
4,700
+181
+4% +$22.6K 0.65% 51
2022
Q1 		$601K Buy
4,519
+15
+0.3% +$2.07K 0.58% 41
2021
Q4 		$678K Buy
+4,504
New +$666K 0.61% 43

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Wealth Solutions's DRI Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 2,939 shares — an estimated $491K sold.

Evergreen Wealth Solutions first reported a position in DRI in Q4 2021 and held it in 10 quarters. The position peaked at $678K in Q4 2021. 898 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,939 Darden Restaurants shares in Q2 2024, an estimated $491K.
  • Evergreen Wealth Solutions first reported a position in Darden Restaurants in Q4 2021 and held it in 10 quarters.
  • Evergreen Wealth Solutions's Darden Restaurants position peaked at $678K in Q4 2021.
  • 898 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.