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Summit Wealth Partners’s Darden Restaurants DRI Stock Holding History

Summit Wealth Partners’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 		– Sell
-1,258
Closed -$206K – 211
2024
Q3 		$206K Sell
1,258
-600
-32% -$90.8K 0.04% 228
2024
Q2 		$281K Hold
1,858
– – 0.06% 188
2024
Q1 		$311K Hold
1,858
– – 0.07% 173
2023
Q4 		$305K Hold
1,858
– – 0.07% 158
2023
Q3 		$266K Hold
1,858
– – 0.07% 159
2023
Q2 		$310K Hold
1,858
– – 0.08% 143
2023
Q1 		$288K Sell
1,858
-565
-23% -$83.6K 0.07% 151
2022
Q4 		$335K Hold
2,423
– – 0.09% 134
2022
Q3 		$306K Hold
2,423
– – 0.09% 122
2022
Q2 		$274K Buy
+2,423
New +$303K 0.07% 126

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Partners's DRI Position: Q4 2024 in Review

Summit Wealth Partners sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 1,258 shares — an estimated $206K sold.

Summit Wealth Partners first reported a position in DRI in Q2 2022 and held it in 10 quarters. The position peaked at $335K in Q4 2022. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Summit Wealth Partners reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 1,258 Darden Restaurants shares in Q4 2024, an estimated $206K.
  • Summit Wealth Partners first reported a position in Darden Restaurants in Q2 2022 and held it in 10 quarters.
  • Summit Wealth Partners's Darden Restaurants position peaked at $335K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.