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Legacy Wealth Asset Management’s Darden Restaurants DRI Stock Holding History

Legacy Wealth Asset 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
Q3 		– Sell
-1,879
Closed -$284K – 347
2024
Q2 		$284K Buy
1,879
+23
+1% +$3.5K 0.08% 303
2024
Q1 		$310K Sell
1,856
-11
-0.6% -$1.83K 0.09% 296
2023
Q4 		$307K Buy
1,867
+6
+0.3% +$908 0.1% 284
2023
Q3 		$267K Sell
1,861
-52
-3% -$8.25K 0.1% 289
2023
Q2 		$320K Buy
1,913
+37
+2% +$5.81K 0.11% 280
2023
Q1 		$291K Buy
+1,876
New +$278K 0.11% 288

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Legacy Wealth Asset Management's DRI Position: Q3 2024 in Review

Legacy Wealth Asset Management sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,879 shares — an estimated $284K sold.

Legacy Wealth Asset Management first reported a position in DRI in Q1 2023 and held it in 6 quarters. The position peaked at $320K in Q2 2023. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Legacy Wealth Asset Management reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,879 Darden Restaurants shares in Q3 2024, an estimated $284K.
  • Legacy Wealth Asset Management first reported a position in Darden Restaurants in Q1 2023 and held it in 6 quarters.
  • Legacy Wealth Asset Management's Darden Restaurants position peaked at $320K in Q2 2023.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.