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Northstar Advisory Group’s Darden Restaurants DRI Stock Holding History

Northstar Advisory Group’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 		– Sell
-2,671
Closed -$402K – 107
2021
Q4 		$402K Buy
+2,671
New +$395K 0.24% 72
2021
Q3 		– Sell
-11,384
Closed -$1.66M – 63
2021
Q2 		$1.66M Buy
11,384
+1,625
+17% +$229K 1.04% 29
2021
Q1 		$1.39M Buy
9,759
+3,743
+62% +$493K 1.06% 27
2020
Q4 		$717K Buy
+6,016
New +$644K 0.6% 39

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return