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SYSTM Wealth Solutions’s Darden Restaurants DRI Stock Holding History

SYSTM Wealth Solutions’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
-10,800
Closed -$1.63M – 252
2024
Q2 		$1.63M Sell
10,800
-1,434
-12% -$218K 0.36% 88
2024
Q1 		$2.04M Buy
12,234
+12,026
+5,782% +$2M 0.26% 113
2023
Q4 		$34.2K Buy
+208
New +$31.5K ﹤0.01% 645

Other funds holding DRI

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

SYSTM Wealth Solutions's DRI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 10,800 shares — an estimated $1.63M sold.

SYSTM Wealth Solutions first reported a position in DRI in Q4 2023 and held it in 3 quarters. The position peaked at $2.04M in Q1 2024. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,800 Darden Restaurants shares in Q3 2024, an estimated $1.63M.
  • SYSTM Wealth Solutions first reported a position in Darden Restaurants in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Darden Restaurants position peaked at $2.04M in Q1 2024.
  • 881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.