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Everpar Advisors’s Darden Restaurants DRI Stock Holding History

Everpar 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
2024
Q3 		– Sell
-1,332
Closed -$202K – 264
2024
Q2 		$202K Buy
+1,332
New +$203K 0.1% 257
2024
Q1 		– Sell
-1,878
Closed -$309K – 240
2023
Q4 		$309K Buy
+1,878
New +$284K 0.14% 215

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Everpar Advisors's DRI Position: Q3 2024 in Review

Everpar Advisors sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,332 shares — an estimated $202K sold.

Everpar Advisors first reported a position in DRI in Q4 2023 and held it in 2 quarters. The position peaked at $309K in Q4 2023. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Everpar Advisors reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Everpar Advisors sold 1,332 Darden Restaurants shares in Q3 2024, an estimated $202K.
  • Everpar Advisors first reported a position in Darden Restaurants in Q4 2023 and held it in 2 quarters.
  • Everpar Advisors's Darden Restaurants position peaked at $309K in Q4 2023.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.