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Sabal Trust’s Darden Restaurants DRI Stock Holding History

Sabal Trust’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
Q2 		– Sell
-1,200
Closed -$201K – 219
2024
Q1 		$201K Buy
+1,200
New +$199K 0.01% 213
2023
Q4 		– Sell
-1,500
Closed -$215K – 222
2023
Q3 		$215K Hold
1,500
– – 0.01% 195
2023
Q2 		$251K Hold
1,500
– – 0.02% 187
2023
Q1 		$233K Hold
1,500
– – 0.02% 133
2022
Q4 		$207K Buy
+1,500
New +$209K 0.01% 156

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sabal Trust's DRI Position: Q2 2024 in Review

Sabal Trust sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 1,200 shares — an estimated $201K sold.

Sabal Trust first reported a position in DRI in Q4 2022 and held it in 5 quarters. The position peaked at $251K in Q2 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Sabal Trust reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Sabal Trust sold 1,200 Darden Restaurants shares in Q2 2024, an estimated $201K.
  • Sabal Trust first reported a position in Darden Restaurants in Q4 2022 and held it in 5 quarters.
  • Sabal Trust's Darden Restaurants position peaked at $251K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Sabal Trust's 13F filing for Q2 2024, filed 31 Jul 2024.