Ropes Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Ropes Wealth 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
2023 Q3	$284K	Sell	1,980 -31	-2%	-$4.92K	0.06%	217
2023 Q2	$336K	Buy	2,011 +49	+2%	+$7.7K	0.06%	214
2023 Q1	$304K	Buy	1,962 +11	+0.6%	+$1.63K	0.06%	216
2022 Q4	$270K	Buy	1,951 +41	+2%	+$5.72K	0.05%	234
2022 Q3	$241K	Buy	+1,910	New	+$239K	0.05%	221
2021 Q1	–	Sell	-525	Closed	-$63K	–	388
2020 Q4	$63K	Hold	525	–	–	0.01%	353
2020 Q3	$53K	Hold	525	–	–	0.01%	325
2020 Q2	$40K	Hold	525	–	–	0.01%	327
2020 Q1	$29K	Hold	525	–	–	0.01%	335
2019 Q4	$57K	Hold	525	–	–	0.01%	324
2019 Q3	$62K	Hold	525	–	–	0.01%	319
2019 Q2	$64K	Hold	525	–	–	0.01%	315
2019 Q1	$64K	Hold	525	–	–	0.02%	303
2018 Q4	$52K	Hold	525	–	–	0.02%	306
2018 Q3	$58K	Hold	525	–	–	0.01%	324
2018 Q2	$56K	Hold	525	–	–	0.02%	341
2018 Q1	$45K	Hold	525	–	–	0.01%	340
2017 Q4	$50K	Hold	525	–	–	0.01%	351
2017 Q3	$41K	Sell	525 -160	-23%	-$13.5K	0.01%	350
2017 Q2	$62K	Sell	685 -3	-0.4%	-$262	0.02%	306
2017 Q1	$58K	Buy	688 +3	+0.4%	+$225	0.02%	308
2016 Q4	$50K	Buy	685 +160	+30%	+$11.1K	0.02%	314
2016 Q3	$32K	Hold	525	–	–	0.01%	316
2016 Q2	$33K	Sell	525 -57	-10%	-$3.73K	0.01%	298
2016 Q1	$39K	Buy	582 +57	+11%	+$3.61K	0.02%	235
2015 Q4	$33K	Sell	525 -62	-11%	-$3.6K	0.01%	269
2015 Q3	$36K	Hold	587	–	–	0.02%	282
2015 Q2	$37K	Hold	587	–	–	0.02%	206
2015 Q1	$36K	Buy	+587	New	+$32.9K	0.02%	208

Other funds holding DRI

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ropes Wealth Advisors's DRI Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Darden Restaurants (DRI) stake by 1.5% in Q3 2023, selling an estimated $4.92K and leaving 1,980 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #217.

Ropes Wealth Advisors first reported a position in DRI in Q1 2015 and has held it in 29 quarters since. The position peaked at $336K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

Ropes Wealth Advisors held 1,980 shares of Darden Restaurants worth $284K as of Q3 2023.
Ropes Wealth Advisors sold 31 Darden Restaurants shares in Q3 2023, an estimated $4.92K.
Darden Restaurants made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #217 holding.
Ropes Wealth Advisors first reported a position in Darden Restaurants in Q1 2015 and has held it in 29 quarters since.
Ropes Wealth Advisors's Darden Restaurants position peaked at $336K in Q2 2023.
848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.