Sugarloaf Wealth Management’s Darden Restaurants DRI Stock Holding History

Sugarloaf 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 Q4	$13.1K	Hold	70	–	–	﹤0.01%	461
2024 Q3	$11.5K	Hold	70	–	–	﹤0.01%	486
2024 Q2	$10.6K	Hold	70	–	–	﹤0.01%	472
2024 Q1	$11.7K	Hold	70	–	–	﹤0.01%	466
2023 Q4	$11.5K	Hold	70	–	–	﹤0.01%	475
2023 Q3	$10K	Sell	70 -30	-30%	-$4.76K	﹤0.01%	466
2023 Q2	$16.7K	Sell	100 -159	-61%	-$25K	﹤0.01%	411
2023 Q1	$40.2K	Hold	259	–	–	0.01%	317
2022 Q4	$35.8K	Buy	259 +159	+159%	+$22.2K	0.01%	330
2022 Q3	$13K	Hold	100	–	–	﹤0.01%	477
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	504
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	462
2021 Q4	$15K	Hold	100	–	–	﹤0.01%	463
2021 Q3	$15K	Hold	100	–	–	﹤0.01%	476
2021 Q2	$15K	Sell	100 -151	-60%	-$21.2K	﹤0.01%	457
2021 Q1	$36	Buy	251 +1	+0.4%	+$132	0.01%	319
2020 Q4	$30K	Hold	250	–	–	0.01%	319
2020 Q3	$25K	Hold	250	–	–	0.01%	322
2020 Q2	$19K	Buy	+250	New	+$17.7K	0.01%	354

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's DRI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Darden Restaurants (DRI) position steady in Q4 2024 at 70 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Sugarloaf Wealth Management first reported a position in DRI in Q2 2020 and has held it in 19 quarters since. The position peaked at $40.2K in Q1 2023. 944 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Sugarloaf Wealth Management held 70 shares of Darden Restaurants worth $13.1K as of Q4 2024.
Sugarloaf Wealth Management left its Darden Restaurants share count unchanged in Q4 2024.
Darden Restaurants made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #461 holding.
Sugarloaf Wealth Management first reported a position in Darden Restaurants in Q2 2020 and has held it in 19 quarters since.
Sugarloaf Wealth Management's Darden Restaurants position peaked at $40.2K in Q1 2023.
944 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.