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Lowe Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Lowe 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
2024
Q4 		– Sell
-1
Closed -$164 – 361
2024
Q3 		$164 Hold
1
– – ﹤0.01% 313
2024
Q2 		$151 Buy
+1
New +$152 ﹤0.01% 312
2020
Q3 		– Sell
-360
Closed -$27K – 262
2020
Q2 		$27K Hold
360
– – 0.02% 95
2020
Q1 		$20K Buy
+360
New +$35K 0.01% 99

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Wealth Advisors's DRI Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 1 share — an estimated $164 sold.

Lowe Wealth Advisors first reported a position in DRI in Q1 2020 and held it in 4 quarters. The position peaked at $27K in Q2 2020. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Lowe Wealth Advisors reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1 Darden Restaurants share in Q4 2024, an estimated $164.
  • Lowe Wealth Advisors first reported a position in Darden Restaurants in Q1 2020 and held it in 4 quarters.
  • Lowe Wealth Advisors's Darden Restaurants position peaked at $27K in Q2 2020.
  • 948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.