Neo Ivy Capital Management’s Darden Restaurants DRI Stock Holding History

Neo Ivy Capital 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	-1,992	Closed	-$326K	–	305
2024 Q3	$326K	Buy	+1,992	New	+$302K	0.11%	198
2023 Q4	$153K	Buy	+933	New	+$141K	0.34%	110
2022 Q3	–	Sell	-963	Closed	-$108K	–	421
2022 Q2	$108K	Sell	963 -1,045	-52%	-$130K	0.29%	145
2022 Q1	$266K	Sell	2,008 -15	-0.7%	-$2.07K	0.24%	150
2021 Q4	$305K	Buy	+2,023	New	+$299K	0.44%	80
2021 Q3	–	Sell	-5,590	Closed	-$816K	–	508
2021 Q2	$816K	Buy	+5,590	New	+$787K	0.82%	20
2021 Q1	–	Sell	-3,827	Closed	-$456K	–	505
2020 Q4	$456K	Buy	+3,827	New	+$410K	0.51%	59
2019 Q3	–	Sell	-11,858	Closed	-$1.44M	–	312
2019 Q2	$1.44M	Buy	+11,858	New	+$1.41M	0.81%	15

Other funds holding DRI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.56T AUM 27.86% 1-Year Est. Return