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Jackson Creek Investment Advisors’s Darden Restaurants DRI Stock Holding History

Jackson Creek Investment 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
2024
Q1 		– Sell
-3,466
Closed -$569K – 318
2023
Q4 		$569K Buy
+3,466
New +$525K 0.22% 226
2020
Q4 		– Sell
-2,932
Closed -$295K – 320
2020
Q3 		$295K Buy
+2,932
New +$244K 0.13% 270

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Creek Investment Advisors's DRI Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 3,466 shares — an estimated $569K sold.

Jackson Creek Investment Advisors first reported a position in DRI in Q3 2020 and held it in 2 quarters. The position peaked at $569K in Q4 2023. 919 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 3,466 Darden Restaurants shares in Q1 2024, an estimated $569K.
  • Jackson Creek Investment Advisors first reported a position in Darden Restaurants in Q3 2020 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Darden Restaurants position peaked at $569K in Q4 2023.
  • 919 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.