Sippican Capital Advisors’s Darden Restaurants DRI Stock Holding History

Sippican Capital 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
2024 Q1	–	Sell	-1,395	Closed	-$229K	–	116
2023 Q4	$229K	Buy	+1,395	New	+$211K	0.18%	101
2020 Q4	–	Sell	-2,160	Closed	-$218K	–	107
2020 Q3	$218K	Buy	+2,160	New	+$179K	0.27%	94
2018 Q3	–	Sell	-2,030	Closed	-$217K	–	103
2018 Q2	$217K	Buy	+2,030	New	+$186K	0.22%	101
2018 Q1	–	Sell	-2,330	Closed	-$224K	–	107
2017 Q4	$224K	Buy	+2,330	New	+$197K	0.22%	96
2017 Q3	–	Sell	-2,330	Closed	-$211K	–	99
2017 Q2	$211K	Buy	+2,330	New	+$204K	0.23%	97
2015 Q3	–	Sell	-3,753	Closed	-$238K	–	95
2015 Q2	$238K	Sell	3,753 -56	-1%	-$3.31K	0.24%	91
2015 Q1	$236K	Buy	+3,809	New	+$213K	0.24%	96

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sippican Capital Advisors's DRI Position: Q1 2024 in Review

Sippican Capital Advisors sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 1,395 shares — an estimated $229K sold.

Sippican Capital Advisors first reported a position in DRI in Q1 2015 and held it in 7 quarters. The position peaked at $238K in Q2 2015. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Sippican Capital Advisors reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
Sippican Capital Advisors sold 1,395 Darden Restaurants shares in Q1 2024, an estimated $229K.
Sippican Capital Advisors first reported a position in Darden Restaurants in Q1 2015 and held it in 7 quarters.
Sippican Capital Advisors's Darden Restaurants position peaked at $238K in Q2 2015.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Sippican Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.