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GYL Financial Synergies’s Darden Restaurants DRI Stock Holding History

GYL Financial Synergies’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 		$752K Sell
4,583
-113
-2% -$17.1K 0.06% 206
2024
Q2 		$711K Buy
4,696
+384
+9% +$58.4K 0.05% 208
2024
Q1 		$721K Buy
+4,312
New +$716K 0.06% 206

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

GYL Financial Synergies's DRI Position: Q3 2024 in Review

GYL Financial Synergies reduced its Darden Restaurants (DRI) stake by 2.4% in Q3 2024, selling an estimated $17.1K and leaving 4,583 shares worth $752K. The position accounts for 0.06% of the portfolio, ranked #206.

GYL Financial Synergies first reported a position in DRI in Q1 2024 and has held it in 3 quarters since. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • GYL Financial Synergies held 4,583 shares of Darden Restaurants worth $752K as of Q3 2024.
  • GYL Financial Synergies sold 113 Darden Restaurants shares in Q3 2024, an estimated $17.1K.
  • Darden Restaurants made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #206 holding.
  • GYL Financial Synergies first reported a position in Darden Restaurants in Q1 2024 and has held it in 3 quarters since.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.