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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return