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Richardson Financial Services’s Darden Restaurants DRI Stock Holding History

Richardson Financial Services’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
Q4 		– Sell
-6
Closed -$908 – 625
2024
Q3 		$908 Hold
6
– – ﹤0.01% 571
2024
Q2 		$908 Sell
6
-4
-40% -$609 ﹤0.01% 517
2024
Q1 		$1.67K Buy
+10
New +$1.66K ﹤0.01% 511

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's DRI Position: Q4 2024 in Review

Richardson Financial Services sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 6 shares — an estimated $908 sold.

Richardson Financial Services first reported a position in DRI in Q1 2024 and held it in 3 quarters. The position peaked at $1.67K in Q1 2024. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Richardson Financial Services reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 6 Darden Restaurants shares in Q4 2024, an estimated $908.
  • Richardson Financial Services first reported a position in Darden Restaurants in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's Darden Restaurants position peaked at $1.67K in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.