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Juncture Wealth Strategies’s Darden Restaurants DRI Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-13,984
Closed -$88K – 80
2015
Q3 		$88K Buy
13,984
+13,850
+10,336% +$879K 0.07% 75
2015
Q2 		$125K Buy
+134
New +$7.93K 0.1% 72

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Juncture Wealth Strategies's DRI Position: Q3 2024 in Review

Juncture Wealth Strategies sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,405 shares — an estimated $213K sold.

Juncture Wealth Strategies first reported a position in DRI in Q4 2014 and held it in 35 quarters. The position peaked at $2.16M in Q4 2014. 882 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Juncture Wealth Strategies reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 1,405 Darden Restaurants shares in Q3 2024, an estimated $213K.
  • Juncture Wealth Strategies first reported a position in Darden Restaurants in Q4 2014 and held it in 35 quarters.
  • Juncture Wealth Strategies's Darden Restaurants position peaked at $2.16M in Q4 2014.
  • 882 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Juncture Wealth Strategies's 13F filing for Q3 2024, filed 9 Oct 2024.