PSI Advisors’s Darden Restaurants DRI Stock Holding History

PSI Advisors’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
2025 Q2	–	Sell	-35	Closed	-$7.27K	–	247
2025 Q1	$7.27K	Hold	35	–	–	﹤0.01%	486
2024 Q4	$6.54K	Hold	35	–	–	﹤0.01%	587
2024 Q3	$5.75K	Hold	35	–	–	﹤0.01%	638
2024 Q2	$5.3K	Hold	35	–	–	﹤0.01%	634
2024 Q1	$5.85K	Hold	35	–	–	﹤0.01%	568
2023 Q4	$5.75K	Hold	35	–	–	﹤0.01%	599
2023 Q3	$5.01K	Hold	35	–	–	﹤0.01%	593
2023 Q2	$5.85K	Hold	35	–	–	﹤0.01%	569
2023 Q1	$5.43K	Hold	35	–	–	﹤0.01%	521
2022 Q4	$4.84K	Sell	35 -200	-85%	-$27.9K	﹤0.01%	518
2022 Q3	$29K	Hold	235	–	–	0.02%	285
2022 Q2	$27K	Buy	235 +200	+571%	+$25K	0.01%	315
2022 Q1	$5K	Hold	35	–	–	﹤0.01%	550
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	588
2021 Q3	$5K	Buy	+35	New	+$5.14K	﹤0.01%	571
2020 Q1	–	Sell	-200	Closed	-$21K	–	230
2019 Q4	$21K	Buy	+200	New	+$22.7K	0.01%	370

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

BlackRock New York $5.7T 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return