GIA
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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 $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.47T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return