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Norwood Financial’s Darden Restaurants DRI Stock Holding History

Norwood Financial’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
Q1 		$66.9K Hold
400
– – 0.1% 142
2023
Q4 		$65.7K Hold
400
– – 0.1% 136
2023
Q3 		$57.3K Hold
400
– – 0.09% 135
2023
Q2 		$66.8K Hold
400
– – 0.1% 128
2023
Q1 		$62.1K Hold
400
– – 0.1% 127
2022
Q4 		$55.3K Hold
400
– – 0.09% 132
2022
Q3 		$51K Hold
400
– – 0.09% 128
2022
Q2 		$45K Hold
400
– – 0.08% 135
2022
Q1 		$53K Hold
400
– – 0.08% 133
2021
Q4 		$60K Buy
+400
New +$59.1K 0.08% 128

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 $5.72T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norwood Financial's DRI Position: Q1 2024 in Review

Norwood Financial held its Darden Restaurants (DRI) position steady in Q1 2024 at 400 shares worth $66.9K. The position accounts for 0.1% of the portfolio, ranked #142.

Norwood Financial first reported a position in DRI in Q4 2021 and has held it in 10 quarters since. 917 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Norwood Financial held 400 shares of Darden Restaurants worth $66.9K as of Q1 2024.
  • Norwood Financial left its Darden Restaurants share count unchanged in Q1 2024.
  • Darden Restaurants made up 0.1% of Norwood Financial's portfolio in Q1 2024, its #142 holding.
  • Norwood Financial first reported a position in Darden Restaurants in Q4 2021 and has held it in 10 quarters since.
  • 917 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.