Vantage Consulting Group’s Darden Restaurants DRI Stock Holding History

Vantage Consulting Group’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	-3,132	Closed	-$474K	–	54
2024 Q2	$474K	Buy	3,132 +362	+13%	+$55.1K	0.35%	27
2024 Q1	$463K	Sell	2,770 -173	-6%	-$28.7K	0.29%	35
2023 Q4	$484K	Sell	2,943 -357	-11%	-$54.1K	0.32%	29
2023 Q3	$473K	Buy	3,300 +277	+9%	+$43.9K	0.32%	31
2023 Q2	$505K	Sell	3,023 -513	-15%	-$80.6K	0.29%	30
2023 Q1	$549K	Sell	3,536 -61	-2%	-$9.03K	0.31%	22
2022 Q4	$498K	Sell	3,597 -561	-13%	-$78.3K	0.29%	35
2022 Q3	$525K	Sell	4,158 -102	-2%	-$12.8K	0.31%	18
2022 Q2	$482K	Buy	4,260 +477	+13%	+$59.6K	0.27%	34
2022 Q1	$503K	Buy	3,783 +145	+4%	+$20K	0.2%	33
2021 Q4	$548K	Buy	3,638 +150	+4%	+$22.2K	0.15%	44
2021 Q3	$528K	Sell	3,488 -176	-5%	-$25.9K	0.11%	23
2021 Q2	$535K	Buy	3,664 +1,180	+48%	+$166K	0.09%	23
2021 Q1	$353K	Buy	2,484 +334	+16%	+$44K	0.07%	35
2020 Q4	$256K	Buy	+2,150	New	+$230K	0.02%	21

Other funds holding DRI

Capital World Investors

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

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

BlackRock New York $5.7T 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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