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First Personal Financial Services’s Darden Restaurants DRI Stock Holding History

First Personal Financial Services’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
-67
Closed -$10.1K – 574
2024
Q2 		$10.1K Sell
67
-77
-53% -$11.7K ﹤0.01% 275
2024
Q1 		$24.1K Hold
144
– – 0.01% 231
2023
Q4 		$23.7K Hold
144
– – 0.01% 251
2023
Q3 		$20.6K Sell
144
-36
-20% -$5.71K 0.01% 255
2023
Q2 		$30.1K Hold
180
– – 0.01% 247
2023
Q1 		$27.9K Hold
180
– – 0.01% 254
2022
Q4 		$24.9K Hold
180
– – 0.01% 273
2022
Q3 		$23K Hold
180
– – 0.01% 276
2022
Q2 		$20K Hold
180
– – 0.01% 232
2022
Q1 		$24K Hold
180
– – 0.01% 236
2021
Q4 		$27K Hold
180
– – 0.01% 231
2021
Q3 		$27K Sell
180
-65
-27% -$9.55K 0.01% 231
2021
Q2 		$36K Hold
245
– – 0.01% 219
2021
Q1 		$35K Hold
245
– – 0.01% 211
2020
Q4 		$29K Sell
245
-110
-31% -$11.8K 0.01% 218
2020
Q3 		$36K Sell
355
-270
-43% -$22.4K 0.01% 203
2020
Q2 		$47K Hold
625
– – 0.02% 187
2020
Q1 		$34K Sell
625
-125
-17% -$12.2K 0.01% 204
2019
Q4 		$82K Hold
750
– – 0.03% 168
2019
Q3 		$89K Buy
750
+742
+9,275% +$90.5K 0.03% 189
2019
Q2 		$1K Sell
8
-37
-82% -$4.4K ﹤0.01% 710
2019
Q1 		$5K Buy
+45
New +$4.93K ﹤0.01% 587
2018
Q2 		– Sell
-38
Closed -$3K – 731
2018
Q1 		$3K Hold
38
– – ﹤0.01% 957
2017
Q4 		$4K Hold
38
– – ﹤0.01% 919
2017
Q3 		$3K Hold
38
– – ﹤0.01% 800
2017
Q2 		$3K Hold
38
– – ﹤0.01% 821
2017
Q1 		$3K Hold
38
– – ﹤0.01% 823
2016
Q4 		$3K Hold
38
– – ﹤0.01% 858
2016
Q3 		$2K Hold
38
– – ﹤0.01% 762
2016
Q2 		$2K Buy
+38
New +$2.49K ﹤0.01% 755

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

First Personal Financial Services's DRI Position: Q3 2024 in Review

First Personal Financial Services sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 67 shares — an estimated $10.1K sold.

First Personal Financial Services first reported a position in DRI in Q2 2016 and held it in 30 quarters. The position peaked at $89K in Q3 2019. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • First Personal Financial Services reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 67 Darden Restaurants shares in Q3 2024, an estimated $10.1K.
  • First Personal Financial Services first reported a position in Darden Restaurants in Q2 2016 and held it in 30 quarters.
  • First Personal Financial Services's Darden Restaurants position peaked at $89K in Q3 2019.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.