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Gladstone Institutional Advisory’s Darden Restaurants DRI Stock Holding History

Gladstone Institutional Advisory’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
-2,357
Closed -$357K – 698
2024
Q2 		$357K Sell
2,357
-586
-20% -$89.2K 0.02% 503
2024
Q1 		$492K Buy
2,943
+419
+17% +$69.5K 0.03% 412
2023
Q4 		$415K Sell
2,524
-81
-3% -$12.3K 0.02% 453
2023
Q3 		$373K Buy
2,605
+1,288
+98% +$204K 0.02% 444
2023
Q2 		$220K Buy
+1,317
New +$207K 0.01% 583
2022
Q1 		– Sell
-1,334
Closed -$201K – 712
2021
Q4 		$201K Sell
1,334
-488
-27% -$72.1K 0.02% 567
2021
Q3 		$276K Buy
+1,822
New +$268K 0.03% 447

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

Gladstone Institutional Advisory's DRI Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 2,357 shares — an estimated $357K sold.

Gladstone Institutional Advisory first reported a position in DRI in Q3 2021 and held it in 7 quarters. The position peaked at $492K in Q1 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,357 Darden Restaurants shares in Q3 2024, an estimated $357K.
  • Gladstone Institutional Advisory first reported a position in Darden Restaurants in Q3 2021 and held it in 7 quarters.
  • Gladstone Institutional Advisory's Darden Restaurants position peaked at $492K in Q1 2024.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.