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Willner & Heller’s Darden Restaurants DRI Stock Holding History

Willner & Heller’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
Q2 		– Sell
-1,304
Closed -$218K – 145
2024
Q1 		$218K Buy
1,304
+11
+0.9% +$1.83K 0.22% 133
2023
Q4 		$213K Buy
+1,293
New +$196K 0.24% 127

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willner & Heller's DRI Position: Q2 2024 in Review

Willner & Heller sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 1,304 shares — an estimated $218K sold.

Willner & Heller first reported a position in DRI in Q4 2023 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Willner & Heller reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Willner & Heller sold 1,304 Darden Restaurants shares in Q2 2024, an estimated $218K.
  • Willner & Heller first reported a position in Darden Restaurants in Q4 2023 and held it in 2 quarters.
  • Willner & Heller's Darden Restaurants position peaked at $218K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Willner & Heller's 13F filing for Q2 2024, filed 19 Jul 2024.