SWS Partners’s Darden Restaurants DRI Stock Holding History

SWS 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 Q3	–	Sell	-161	Closed	-$24.5K	–	155
2024 Q2	$24.5K	Buy	+161	New	+$24.5K	0.01%	195
2022 Q2	–	Sell	-150	Closed	-$20K	–	82
2022 Q1	$20K	Buy	+150	New	+$20.7K	0.01%	97
2018 Q2	–	Sell	-141	Closed	-$12K	–	157
2018 Q1	$12K	Sell	141 -138	-49%	-$13.1K	0.01%	246
2017 Q4	$27K	Buy	+279	New	+$23.6K	0.02%	197

Other funds holding DRI

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

SWS Partners's DRI Position: Q3 2024 in Review

SWS Partners sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 161 shares — an estimated $24.5K sold.

SWS Partners first reported a position in DRI in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q4 2017. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

SWS Partners reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 161 Darden Restaurants shares in Q3 2024, an estimated $24.5K.
SWS Partners first reported a position in Darden Restaurants in Q4 2017 and held it in 4 quarters.
SWS Partners's Darden Restaurants position peaked at $27K in Q4 2017.
884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.