Financial Gravity Asset Management’s Darden Restaurants DRI Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-2	Closed	-$342	–	1508
2024 Q1	$342	Hold	2	–	–	﹤0.01%	884
2023 Q4	$375	Buy	+2	New	+$303	﹤0.01%	930
2021 Q3	$151K	Buy	3 +1	+50%	+$147	0.07%	242
2021 Q2	$146K	Buy	+2	New	+$281	0.05%	248
2020 Q4	$1K	Buy	+5	New	+$535	﹤0.01%	391
2019 Q4	$109K	Sell	26 -1	-4%	-$114	0.08%	284
2019 Q3	$3K	Sell	27 -2	-7%	-$244	﹤0.01%	794
2019 Q2	$3K	Sell	29 -28	-49%	-$3.33K	﹤0.01%	788
2019 Q1	$7K	Buy	+57	New	+$6.25K	0.01%	618
2018 Q3	$18K	Buy	172 +126	+274%	+$14.2K	0.02%	481
2018 Q2	$5K	Buy	+46	New	+$4.21K	﹤0.01%	739

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's DRI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 2 shares — an estimated $342 sold.

Financial Gravity Asset Management first reported a position in DRI in Q2 2018 and held it in 11 quarters. The position peaked at $151K in Q3 2021. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

Financial Gravity Asset Management reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Darden Restaurants shares in Q2 2024, an estimated $342.
Financial Gravity Asset Management first reported a position in Darden Restaurants in Q2 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Darden Restaurants position peaked at $151K in Q3 2021.
900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.