Trust Point Inc’s Darden Restaurants DRI Stock Holding History

Trust Point Inc’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	-2,547	Closed	-$418K	–	530
2023 Q4	$418K	Buy	+2,547	New	+$386K	0.03%	316

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Point Inc's DRI Position: Q1 2024 in Review

Trust Point Inc sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 2,547 shares — an estimated $418K sold.

Trust Point Inc first reported a position in DRI in Q4 2023 and held it in 1 quarter. The position peaked at $418K in Q4 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

Trust Point Inc reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
Trust Point Inc sold 2,547 Darden Restaurants shares in Q1 2024, an estimated $418K.
Trust Point Inc first reported a position in Darden Restaurants in Q4 2023 and held it in 1 quarter.
Trust Point Inc's Darden Restaurants position peaked at $418K in Q4 2023.
916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Trust Point Inc's 13F filing for Q1 2024, filed 19 Apr 2024.