Reilly Financial Advisors’s Darden Restaurants DRI Stock Holding History

Reilly Financial 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
2021 Q4	$10K	Buy	70 +19	+37%	+$2.81K	﹤0.01%	708
2021 Q3	$8K	Hold	51	–	–	﹤0.01%	685
2021 Q2	$7K	Sell	51 -299	-85%	-$42.1K	﹤0.01%	743
2021 Q1	$50K	Hold	350	–	–	﹤0.01%	363
2020 Q4	$42K	Hold	350	–	–	﹤0.01%	367
2020 Q3	$35K	Sell	350 -40	-10%	-$3.32K	﹤0.01%	354
2020 Q2	$30K	Sell	390 -11,305	-97%	-$802K	﹤0.01%	385
2020 Q1	$637K	Buy	11,695 +11,395	+3,798%	+$1.11M	0.09%	112
2019 Q4	$33K	Hold	300	–	–	﹤0.01%	406
2019 Q3	$35K	Hold	300	–	–	﹤0.01%	403
2019 Q2	$37K	Hold	300	–	–	﹤0.01%	409
2019 Q1	$36K	Hold	300	–	–	﹤0.01%	408
2018 Q4	$30K	Hold	300	–	–	﹤0.01%	413
2018 Q3	$33K	Hold	300	–	–	﹤0.01%	433
2018 Q2	$32K	Buy	+300	New	+$27.5K	﹤0.01%	395

Other funds holding DRI

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's DRI Position: Q4 2021 in Review

Reilly Financial Advisors increased its Darden Restaurants (DRI) stake by 37% in Q4 2021, buying an estimated $2.81K and bringing the position to 70 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Reilly Financial Advisors first reported a position in DRI in Q2 2018 and has held it in 15 quarters since. The position peaked at $637K in Q1 2020. 797 funds tracked by Wall St. Rank hold DRI as of Q4 2021.

Reilly Financial Advisors held 70 shares of Darden Restaurants worth $10K as of Q4 2021.
Reilly Financial Advisors bought 19 Darden Restaurants shares in Q4 2021, an estimated $2.81K.
Darden Restaurants made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #708 holding.
Reilly Financial Advisors first reported a position in Darden Restaurants in Q2 2018 and has held it in 15 quarters since.
Reilly Financial Advisors's Darden Restaurants position peaked at $637K in Q1 2020.
797 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.