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Veritable’s Darden Restaurants DRI Stock Holding History

Veritable’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
2023
Q3 		– Sell
-3,242
Closed -$542K – 225
2023
Q2 		$542K Buy
3,242
+1,172
+57% +$184K 0.01% 516
2023
Q1 		$321K Buy
2,070
+97
+5% +$14.4K 0.01% 668
2022
Q4 		$273K Buy
+1,973
New +$275K ﹤0.01% 687
2017
Q3 		– Sell
-2,624
Closed -$237K – 770
2017
Q2 		$237K Sell
2,624
-62
-2% -$5.42K 0.01% 683
2017
Q1 		$225K Buy
+2,686
New +$201K 0.01% 689
2014
Q1 		– Sell
-7,819
Closed -$380K – 921
2013
Q4 		$380K Sell
7,819
-1,166
-13% -$54K 0.01% 646
2013
Q3 		$372K Sell
8,985
-2,944
-25% -$128K 0.01% 658
2013
Q2 		$538K Buy
+11,929
New +$551K 0.01% 552

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return