Swaine & Leidel Wealth Services’s Darden Restaurants DRI Stock Holding History

Swaine & Leidel Wealth Services’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	$205K	Buy	+205	New	+$28.3K	0.16%	59
2021 Q3	$202K	Buy	+1,336	New	+$196K	0.18%	58
2021 Q1	$205K	Sell	1,447 -22,552	-94%	-$2.97M	0.13%	66
2020 Q4	$2.86M	Sell	23,999 -1,088	-4%	-$117K	2.07%	31
2020 Q3	$2.53M	Sell	25,087 -1,097	-4%	-$91.1K	2.46%	23
2020 Q2	$1.98M	Buy	26,184 +10,421	+66%	+$739K	2.02%	25
2020 Q1	$858K	Buy	15,763 +1,272	+9%	+$124K	0.89%	38
2019 Q4	$1.58M	Buy	+14,491	New	+$1.64M	1.32%	36

Other funds holding DRI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Swaine & Leidel Wealth Services's DRI Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Darden Restaurants (DRI) in Q1 2022: 205 shares worth $205K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DRI as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in DRI in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.86M in Q4 2020. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

Swaine & Leidel Wealth Services held 205 shares of Darden Restaurants worth $205K as of Q1 2022.
Darden Restaurants was a new Swaine & Leidel Wealth Services position in Q1 2022.
Darden Restaurants made up 0.16% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #59 holding.
Swaine & Leidel Wealth Services first reported a position in Darden Restaurants in Q4 2019 and has held it in 8 quarters since.
Swaine & Leidel Wealth Services's Darden Restaurants position peaked at $2.86M in Q4 2020.
748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.