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Resonant Capital Advisors’s Darden Restaurants DRI Stock Holding History

Resonant Capital 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
2024
Q1 		– Sell
-1,319
Closed -$217K – 343
2023
Q4 		$217K Buy
+1,319
New +$200K 0.02% 272
2023
Q3 		– Sell
-1,304
Closed -$218K – 272
2023
Q2 		$218K Sell
1,304
-20
-2% -$3.14K 0.02% 250
2023
Q1 		$205K Buy
+1,324
New +$196K 0.02% 246

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

Resonant Capital Advisors's DRI Position: Q1 2024 in Review

Resonant Capital Advisors sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 1,319 shares — an estimated $217K sold.

Resonant Capital Advisors first reported a position in DRI in Q1 2023 and held it in 3 quarters. The position peaked at $218K in Q2 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Resonant Capital Advisors reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 1,319 Darden Restaurants shares in Q1 2024, an estimated $217K.
  • Resonant Capital Advisors first reported a position in Darden Restaurants in Q1 2023 and held it in 3 quarters.
  • Resonant Capital Advisors's Darden Restaurants position peaked at $218K in Q2 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Resonant Capital Advisors's 13F filing for Q1 2024, filed 1 May 2024.