LWAM
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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 $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 $5.7T 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 $1.47T 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