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JP Morgan Private Wealth Advisors’s Darden Restaurants DRI Stock Holding History

JP Morgan Private 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
2023
Q3 		$2.51M Sell
17,513
-655
-4% -$104K 0.01% 671
2023
Q2 		$3.04M Sell
18,168
-6,218
-25% -$977K 0.02% 447
2023
Q1 		$3.78M Buy
24,386
+1,701
+7% +$252K 0.01% 665
2022
Q4 		$3.14M Buy
22,685
+6,310
+39% +$880K 0.01% 706
2022
Q3 		$2.07M Buy
16,375
+2,005
+14% +$251K 0.01% 827
2022
Q2 		$1.63M Buy
14,370
+255
+2% +$31.8K ﹤0.01% 913
2022
Q1 		$1.88M Sell
14,115
-1,144
-7% -$158K ﹤0.01% 925
2021
Q4 		$2.3M Buy
15,259
+938
+7% +$139K ﹤0.01% 851
2021
Q3 		$2.17M Buy
14,321
+4,555
+47% +$669K 0.01% 867
2021
Q2 		$1.43M Buy
9,766
+98
+1% +$13.8K ﹤0.01% 1023
2021
Q1 		$1.37M Buy
9,668
+381
+4% +$50.1K ﹤0.01% 904
2020
Q4 		$1.11M Sell
9,287
-1,733
-16% -$186K ﹤0.01% 968
2020
Q3 		$1.11M Sell
11,020
-1,646
-13% -$137K ﹤0.01% 850
2020
Q2 		$960K Sell
12,666
-2,403
-16% -$170K ﹤0.01% 823
2020
Q1 		$821K Sell
15,069
-4,172
-22% -$406K ﹤0.01% 774
2019
Q4 		$2.1M Sell
19,241
-14,151
-42% -$1.61M 0.01% 605
2019
Q3 		$3.95M Buy
33,392
+9,365
+39% +$1.14M 0.02% 456
2019
Q2 		$2.92M Sell
24,027
-1,302
-5% -$155K 0.02% 508
2019
Q1 		$3.08M Buy
25,329
+6,771
+36% +$742K 0.02% 524
2018
Q4 		$1.85M Sell
18,558
-8,630
-32% -$923K 0.01% 588
2018
Q3 		$3.02M Buy
27,188
+21,066
+344% +$2.37M 0.01% 537
2018
Q2 		$656K Buy
6,122
+192
+3% +$17.6K ﹤0.01% 912
2018
Q1 		$506K Sell
5,930
-185
-3% -$17.5K ﹤0.01% 868
2017
Q4 		$588K Sell
6,115
-149
-2% -$12.6K ﹤0.01% 817
2017
Q3 		$493K Sell
6,264
-69
-1% -$5.81K ﹤0.01% 851
2017
Q2 		$572K Buy
6,333
+126
+2% +$11K ﹤0.01% 796
2017
Q1 		$519K Buy
6,207
+42
+0.7% +$3.15K ﹤0.01% 837
2016
Q4 		$448K Sell
6,165
-138
-2% -$9.59K ﹤0.01% 844
2016
Q3 		$386K Sell
6,303
-1,663
-21% -$103K ﹤0.01% 885
2016
Q2 		$505K Sell
7,966
-2,019
-20% -$132K ﹤0.01% 774
2016
Q1 		$663K Buy
9,985
+5,417
+119% +$343K 0.01% 666
2015
Q4 		$291K Sell
4,568
-661
-13% -$38.4K ﹤0.01% 875
2015
Q3 		$320K Buy
5,229
+7
+0.1% +$444 ﹤0.01% 773
2015
Q2 		$332K Buy
5,222
+504
+11% +$29.8K ﹤0.01% 814
2015
Q1 		$292K Buy
4,718
+674
+17% +$37.7K ﹤0.01% 899
2014
Q4 		$212K Buy
+4,044
New +$196K ﹤0.01% 977
2014
Q2 		– Sell
-5,536
Closed -$252K – 896
2014
Q1 		$252K Buy
5,536
+982
+22% +$43.9K ﹤0.01% 760
2013
Q4 		$221K Sell
4,554
-488
-10% -$22.6K ﹤0.01% 593
2013
Q3 		$209K Buy
+5,042
New +$219K ﹤0.01% 590

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DRI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Darden Restaurants (DRI) stake by 3.6% in Q3 2023, selling an estimated $104K and leaving 17,513 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #671.

JP Morgan Private Wealth Advisors first reported a position in DRI in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.95M in Q3 2019. 851 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 17,513 shares of Darden Restaurants worth $2.51M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 655 Darden Restaurants shares in Q3 2023, an estimated $104K.
  • Darden Restaurants made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #671 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Darden Restaurants in Q3 2013 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's Darden Restaurants position peaked at $3.95M in Q3 2019.
  • 851 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.