Mascoma Wealth Management’s Darden Restaurants DRI Stock Holding History

Mascoma Wealth 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 Q4	–	Sell	-43	Closed	-$7.06K	–	517
2024 Q3	$7.06K	Hold	43	–	–	﹤0.01%	354
2024 Q2	$6.51K	Hold	43	–	–	﹤0.01%	382
2024 Q1	$7.19K	Hold	43	–	–	﹤0.01%	349
2023 Q4	$7.07K	Hold	43	–	–	﹤0.01%	356
2023 Q3	$6.16K	Hold	43	–	–	﹤0.01%	373
2023 Q2	$7.09K	Hold	43	–	–	﹤0.01%	352
2023 Q1	$6.53K	Hold	43	–	–	﹤0.01%	452
2022 Q4	$5.95K	Buy	+43	New	+$6K	﹤0.01%	472
2022 Q2	–	Sell	-4	Closed	-$1K	–	613
2022 Q1	$1K	Sell	4 -11	-73%	-$1.52K	﹤0.01%	567
2021 Q4	$2K	Buy	+15	New	+$2.22K	﹤0.01%	495

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mascoma Wealth Management's DRI Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 43 shares — an estimated $7.06K sold.

Mascoma Wealth Management first reported a position in DRI in Q4 2021 and held it in 10 quarters. The position peaked at $7.19K in Q1 2024. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Mascoma Wealth Management reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Mascoma Wealth Management sold 43 Darden Restaurants shares in Q4 2024, an estimated $7.06K.
Mascoma Wealth Management first reported a position in Darden Restaurants in Q4 2021 and held it in 10 quarters.
Mascoma Wealth Management's Darden Restaurants position peaked at $7.19K in Q1 2024.
948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.