IBEX Wealth Advisors’s Darden Restaurants DRI Stock Holding History

IBEX Wealth Advisors’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
2025 Q3	–	Sell	-3,572	Closed	-$778K	–	209
2025 Q2	$778K	Buy	+3,572	New	+$741K	0.08%	125
2025 Q1	–	Sell	-2,374	Closed	-$443K	–	144
2024 Q4	$443K	Buy	+2,374	New	+$398K	0.05%	155
2024 Q3	–	Sell	-63	Closed	-$9.46K	–	129
2024 Q2	$9.46K	Sell	63 -4,962	-99%	-$755K	﹤0.01%	231
2024 Q1	$695K	Buy	+5,025	New	+$834K	0.19%	72
2023 Q1	$733K	Sell	4,722 -303	-6%	-$44.8K	0.19%	72
2022 Q4	$695K	Sell	5,025 -37	-0.7%	-$5.16K	0.16%	103
2022 Q3	$639K	Buy	+5,062	New	+$633K	0.17%	96
2019 Q3	–	Sell	-853	Closed	-$103K	–	149
2019 Q2	$103K	Buy	+853	New	+$102K	0.03%	162

Other funds holding DRI

Capital World Investors

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return