WealthShield Partners’s Darden Restaurants DRI Stock Holding History

WealthShield Partners’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	-10,743	Closed	-$1.63M	–	489
2024 Q2	$1.63M	Buy	10,743 +961	+10%	+$146K	0.25%	106
2024 Q1	$1.64M	Buy	9,782 +792	+9%	+$131K	0.26%	111
2023 Q4	$1.48M	Buy	8,990 +1,174	+15%	+$178K	0.24%	114
2023 Q3	$1.12M	Buy	7,816 +447	+6%	+$70.9K	0.17%	136
2023 Q2	$1.23M	Buy	7,369 +603	+9%	+$94.7K	0.19%	130
2023 Q1	$1.05M	Buy	6,766 +530	+8%	+$78.4K	0.17%	141
2022 Q4	$863K	Buy	6,236 +440	+8%	+$61.4K	0.17%	147
2022 Q3	$732K	Buy	5,796 +298	+5%	+$37.2K	0.15%	163
2022 Q2	$622K	Buy	5,498 +568	+12%	+$70.9K	0.12%	174
2022 Q1	$655K	Buy	4,930 +2,156	+78%	+$298K	0.1%	200
2021 Q4	$418K	Buy	2,774 +135	+5%	+$20K	0.07%	205
2021 Q3	$399K	Buy	+2,639	New	+$388K	0.11%	164

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WealthShield Partners's DRI Position: Q3 2024 in Review

WealthShield Partners sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 10,743 shares — an estimated $1.63M sold.

WealthShield Partners first reported a position in DRI in Q3 2021 and held it in 12 quarters. The position peaked at $1.64M in Q1 2024. 882 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

WealthShield Partners reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
WealthShield Partners sold 10,743 Darden Restaurants shares in Q3 2024, an estimated $1.63M.
WealthShield Partners first reported a position in Darden Restaurants in Q3 2021 and held it in 12 quarters.
WealthShield Partners's Darden Restaurants position peaked at $1.64M in Q1 2024.
882 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on WealthShield Partners's 13F filing for Q3 2024, filed 4 Nov 2024.