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Ruedi Wealth Management’s Darden Restaurants DRI Stock Holding History

Ruedi Wealth Management’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
Q3 		– Sell
-53
Closed -$8.02K – 390
2024
Q2 		$8.02K Buy
+53
New +$8.06K ﹤0.01% 200
2023
Q1 		– Sell
-60
Closed -$8.3K – 270
2022
Q4 		$8.3K Buy
+60
New +$8.37K 0.01% 148

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Ruedi Wealth Management's DRI Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 53 shares — an estimated $8.02K sold.

Ruedi Wealth Management first reported a position in DRI in Q4 2022 and held it in 2 quarters. The position peaked at $8.3K in Q4 2022. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 53 Darden Restaurants shares in Q3 2024, an estimated $8.02K.
  • Ruedi Wealth Management first reported a position in Darden Restaurants in Q4 2022 and held it in 2 quarters.
  • Ruedi Wealth Management's Darden Restaurants position peaked at $8.3K in Q4 2022.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.