Stewart & Patten Company’s Darden Restaurants DRI Stock Holding History

Stewart & Patten Company’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	$260K	Sell	1,558 -100	-6%	-$16.6K	0.04%	80
2023 Q4	$272K	Hold	1,658	–	–	0.04%	77
2023 Q3	$237K	Hold	1,658	–	–	0.04%	76
2023 Q2	$277K	Hold	1,658	–	–	0.05%	72
2023 Q1	$257K	Hold	1,658	–	–	0.04%	76
2022 Q4	$229K	Hold	1,658	–	–	0.04%	81
2022 Q3	$209K	Buy	+1,658	New	+$207K	0.04%	86
2022 Q1	–	Sell	-1,410	Closed	-$212K	–	90
2021 Q4	$212K	Hold	1,410	–	–	0.03%	93
2021 Q3	$214K	Hold	1,410	–	–	0.04%	88
2021 Q2	$206K	Hold	1,410	–	–	0.03%	91
2021 Q1	$200K	Buy	+1,410	New	+$186K	0.03%	89

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

Stewart & Patten Company's DRI Position: Q1 2024 in Review

Stewart & Patten Company reduced its Darden Restaurants (DRI) stake by 6% in Q1 2024, selling an estimated $16.6K and leaving 1,558 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #80.

Stewart & Patten Company first reported a position in DRI in Q1 2021 and has held it in 11 quarters since. The position peaked at $277K in Q2 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Stewart & Patten Company held 1,558 shares of Darden Restaurants worth $260K as of Q1 2024.
Stewart & Patten Company sold 100 Darden Restaurants shares in Q1 2024, an estimated $16.6K.
Darden Restaurants made up 0.04% of Stewart & Patten Company's portfolio in Q1 2024, its #80 holding.
Stewart & Patten Company first reported a position in Darden Restaurants in Q1 2021 and has held it in 11 quarters since.
Stewart & Patten Company's Darden Restaurants position peaked at $277K in Q2 2023.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.