HighMark Wealth Management’s Darden Restaurants DRI Stock Holding History

HighMark Wealth 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	-42	Closed	-$7.02K	–	598
2024 Q1	$7.02K	Hold	42	–	–	﹤0.01%	339
2023 Q4	$6.9K	Hold	42	–	–	0.01%	318
2023 Q3	$6.01K	Hold	42	–	–	0.01%	327
2023 Q2	$7.02K	Hold	42	–	–	0.01%	311
2023 Q1	$6.52K	Hold	42	–	–	0.01%	355
2022 Q4	$5.81K	Buy	42 +3	+8%	+$418	﹤0.01%	322
2022 Q3	$5K	Hold	39	–	–	﹤0.01%	330
2022 Q2	$4K	Hold	39	–	–	﹤0.01%	368
2022 Q1	$5K	Hold	39	–	–	﹤0.01%	362
2021 Q4	$6K	Hold	39	–	–	﹤0.01%	338
2021 Q3	$6K	Buy	+39	New	+$5.73K	﹤0.01%	317

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighMark Wealth Management's DRI Position: Q2 2024 in Review

HighMark Wealth Management sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 42 shares — an estimated $7.02K sold.

HighMark Wealth Management first reported a position in DRI in Q3 2021 and held it in 11 quarters. The position peaked at $7.02K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

HighMark Wealth Management reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
HighMark Wealth Management sold 42 Darden Restaurants shares in Q2 2024, an estimated $7.02K.
HighMark Wealth Management first reported a position in Darden Restaurants in Q3 2021 and held it in 11 quarters.
HighMark Wealth Management's Darden Restaurants position peaked at $7.02K in Q1 2024.
897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on HighMark Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.