SFPG
DRI icon

Stonebridge Financial Planning Group’s Darden Restaurants DRI Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-200
Closed -$28K – 171
2021
Q4 		$28K Hold
200
– – 0.01% 269
2021
Q3 		$29K Hold
200
– – 0.01% 267
2021
Q2 		$30K Hold
200
– – 0.02% 261
2021
Q1 		$29K Sell
200
-1,000
-83% -$132K 0.02% 261
2020
Q4 		$143K Hold
1,200
– – 0.09% 119
2020
Q3 		$119K Hold
1,200
– – 0.09% 121
2020
Q2 		$90K Hold
1,200
– – 0.08% 139
2020
Q1 		$76K Sell
1,200
-600
-33% -$58.4K 0.08% 141
2019
Q4 		$196K Buy
+1,800
New +$204K 0.18% 89

Other funds holding DRI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return