Janiczek Wealth Management’s Darden Restaurants DRI Stock Holding History

Janiczek 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	$1.36K	Hold	9	–	–	﹤0.01%	890
2024 Q1	$1.5K	Hold	9	–	–	﹤0.01%	887
2023 Q4	$1.48K	Buy	9 +2	+29%	+$303	﹤0.01%	888
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	917
2023 Q2	$1.17K	Hold	7	–	–	﹤0.01%	829
2023 Q1	$1.07K	Hold	7	–	–	﹤0.01%	842
2022 Q4	$1.05K	Buy	+7	New	+$976	﹤0.01%	856
2022 Q1	–	Sell	-7	Closed	-$1K	–	979
2021 Q4	$1K	Buy	+7	New	+$1.03K	﹤0.01%	905

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

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

Janiczek Wealth Management held its Darden Restaurants (DRI) position steady in Q2 2024 at 9 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Janiczek Wealth Management first reported a position in DRI in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.5K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

Janiczek Wealth Management held 9 shares of Darden Restaurants worth $1.36K as of Q2 2024.
Janiczek Wealth Management left its Darden Restaurants share count unchanged in Q2 2024.
Darden Restaurants made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #890 holding.
Janiczek Wealth Management first reported a position in Darden Restaurants in Q4 2021 and has held it in 8 quarters since.
Janiczek Wealth Management's Darden Restaurants position peaked at $1.5K in Q1 2024.
897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.