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Meristem Family Wealth’s Darden Restaurants DRI Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$327K Sell
2,461
-44
-2% -$6.08K 0.04% 251
2021
Q4 		$377K Buy
2,505
+781
+45% +$115K 0.03% 269
2021
Q3 		$261K Buy
1,724
+44
+3% +$6.47K 0.03% 343
2021
Q2 		$245K Buy
+1,680
New +$236K 0.04% 279

Other funds holding DRI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meristem Family Wealth's DRI Position: Q1 2022 in Review

Meristem Family Wealth reduced its Darden Restaurants (DRI) stake by 1.8% in Q1 2022, selling an estimated $6.08K and leaving 2,461 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #251.

Meristem Family Wealth first reported a position in DRI in Q2 2021 and has held it in 4 quarters since. The position peaked at $377K in Q4 2021. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

  • Meristem Family Wealth held 2,461 shares of Darden Restaurants worth $327K as of Q1 2022.
  • Meristem Family Wealth sold 44 Darden Restaurants shares in Q1 2022, an estimated $6.08K.
  • Darden Restaurants made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #251 holding.
  • Meristem Family Wealth first reported a position in Darden Restaurants in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Darden Restaurants position peaked at $377K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.