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Evermay Wealth Management’s Darden Restaurants DRI Stock Holding History

Evermay 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
2024
Q1 		– Sell
-2
Closed -$329 – 640
2023
Q4 		$329 Buy
+2
New +$303 ﹤0.01% 647

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RJA
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Morgan Stanley
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Evermay Wealth Management's DRI Position: Q1 2024 in Review

Evermay Wealth Management sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 2 shares — an estimated $329 sold.

Evermay Wealth Management first reported a position in DRI in Q4 2023 and held it in 1 quarter. The position peaked at $329 in Q4 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Evermay Wealth Management reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2 Darden Restaurants shares in Q1 2024, an estimated $329.
  • Evermay Wealth Management first reported a position in Darden Restaurants in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Darden Restaurants position peaked at $329 in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.