RWB
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RMR Wealth Builders’s Darden Restaurants DRI Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-35
Closed -$5K – 310
2021
Q1 		$5K Hold
35
– – ﹤0.01% 666
2020
Q4 		$4K Buy
+35
New +$3.75K ﹤0.01% 464
2020
Q3 		– Sell
-35
Closed -$3K – 291
2020
Q2 		$3K Buy
+35
New +$2.48K ﹤0.01% 400

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

RMR Wealth Builders's DRI Position: Q2 2021 in Review

RMR Wealth Builders sold out of Darden Restaurants (DRI) in Q2 2021, closing a stake of 35 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in DRI in Q2 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 750 funds tracked by Wall St. Rank hold DRI as of Q2 2021.

  • RMR Wealth Builders reported no remaining Darden Restaurants position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 35 Darden Restaurants shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in Darden Restaurants in Q2 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Darden Restaurants position peaked at $5K in Q1 2021.
  • 750 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.