Prio Wealth Limited Partnership’s Darden Restaurants DRI Stock Holding History

Prio Wealth Limited Partnership’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 Q3	$250K	Buy	1,523 +27	+2%	+$4.09K	0.01%	236
2024 Q2	$226K	Hold	1,496	–	–	0.01%	243
2024 Q1	$250K	Hold	1,496	–	–	0.01%	246
2023 Q4	$246K	Hold	1,496	–	–	0.01%	234
2023 Q3	$214K	Hold	1,496	–	–	0.01%	239
2023 Q2	$250K	Hold	1,496	–	–	0.01%	226
2023 Q1	$232K	Hold	1,496	–	–	0.01%	230
2022 Q4	$207K	Buy	+1,496	New	+$209K	0.01%	243
2022 Q1	–	Sell	-1,746	Closed	-$263K	–	267
2021 Q4	$263K	Sell	1,746 -200	-10%	-$29.6K	0.01%	250
2021 Q3	$295K	Hold	1,946	–	–	0.01%	231
2021 Q2	$284K	Buy	1,946 +368	+23%	+$51.8K	0.01%	241
2021 Q1	$224K	Sell	1,578 -618	-28%	-$81.3K	0.01%	259
2020 Q4	$262K	Hold	2,196	–	–	0.01%	254
2020 Q3	$221K	Buy	+2,196	New	+$182K	0.01%	247
2020 Q1	–	Sell	-2,346	Closed	-$256K	–	236
2019 Q4	$256K	Hold	2,346	–	–	0.01%	235
2019 Q3	$277K	Sell	2,346 -282	-11%	-$34.4K	0.01%	220
2019 Q2	$319K	Hold	2,628	–	–	0.01%	203
2019 Q1	$319K	Hold	2,628	–	–	0.02%	200
2018 Q4	$262K	Sell	2,628 -3	-0.1%	-$321	0.01%	198
2018 Q3	$292K	Buy	2,631 +2	+0.1%	+$225	0.01%	205
2018 Q2	$281K	Buy	2,629 +1	+0%	+$92	0.01%	205
2018 Q1	$224K	Hold	2,628	–	–	0.01%	226
2017 Q4	$252K	Hold	2,628	–	–	0.01%	218
2017 Q3	$207K	Hold	2,628	–	–	0.01%	229
2017 Q2	$237K	Sell	2,628 -300	-10%	-$26.2K	0.01%	218
2017 Q1	$244K	Hold	2,928	–	–	0.01%	217
2016 Q4	$212K	Buy	+2,928	New	+$203K	0.01%	232
2015 Q4	–	Sell	-3,276	Closed	-$200K	–	245
2015 Q3	$200K	Hold	3,276	–	–	0.01%	242
2015 Q2	$208K	Hold	3,276	–	–	0.01%	246
2015 Q1	$203K	Buy	+3,276	New	+$183K	0.01%	247

Other funds holding DRI

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 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Prio Wealth Limited Partnership's DRI Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its Darden Restaurants (DRI) stake by 1.8% in Q3 2024, buying an estimated $4.09K and bringing the position to 1,523 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #236.

Prio Wealth Limited Partnership first reported a position in DRI in Q1 2015 and has held it in 30 quarters since. The position peaked at $319K in Q2 2019. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

Prio Wealth Limited Partnership held 1,523 shares of Darden Restaurants worth $250K as of Q3 2024.
Prio Wealth Limited Partnership bought 27 Darden Restaurants shares in Q3 2024, an estimated $4.09K.
Darden Restaurants made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #236 holding.
Prio Wealth Limited Partnership first reported a position in Darden Restaurants in Q1 2015 and has held it in 30 quarters since.
Prio Wealth Limited Partnership's Darden Restaurants position peaked at $319K in Q2 2019.
881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.