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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 		$205 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
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 $5.7T 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 $431B 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