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Tradition Wealth Management’s Darden Restaurants DRI Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-146
Closed -$24K – 599
2023
Q4 		$24K Buy
146
+1
+0.7% +$151 ﹤0.01% 790
2023
Q3 		$21K Sell
145
-179
-55% -$28.4K ﹤0.01% 828
2023
Q2 		$54K Buy
324
+2
+0.6% +$314 0.01% 605
2023
Q1 		$50K Buy
322
+3
+0.9% +$444 0.01% 601
2022
Q4 		$44K Buy
319
+3
+0.9% +$418 0.01% 564
2022
Q3 		$40K Buy
316
+3
+1% +$375 0.01% 565
2022
Q2 		$35K Buy
313
+3
+1% +$375 0.01% 535
2022
Q1 		$41K Sell
310
-137
-31% -$18.9K 0.01% 556
2021
Q4 		$67K Buy
447
+3
+0.7% +$443 0.01% 468
2021
Q3 		$67K Sell
444
-128
-22% -$18.8K 0.01% 438
2021
Q2 		$83K Buy
572
+1
+0.2% +$141 0.01% 422
2021
Q1 		$81K Buy
571
+126
+28% +$16.6K 0.01% 350
2020
Q4 		$53K Buy
+445
New +$47.7K 0.01% 402

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's DRI Position: Q1 2024 in Review

Tradition Wealth Management sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 146 shares — an estimated $24K sold.

Tradition Wealth Management first reported a position in DRI in Q4 2020 and held it in 13 quarters. The position peaked at $83K in Q2 2021. 919 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Tradition Wealth Management reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 146 Darden Restaurants shares in Q1 2024, an estimated $24K.
  • Tradition Wealth Management first reported a position in Darden Restaurants in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Darden Restaurants position peaked at $83K in Q2 2021.
  • 919 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.