Accel Wealth Management’s Darden Restaurants DRI Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-512	Closed	-$79.4K	–	347
2023 Q1	$79.4K	Buy	512 +1	+0.2%	+$148	0.03%	377
2022 Q4	$70.7K	Buy	511 +1	+0.2%	+$139	0.03%	301
2022 Q3	$67K	Buy	510 +1	+0.2%	+$125	0.04%	316
2022 Q2	$60K	Sell	509 -94	-16%	-$11.7K	0.03%	316
2022 Q1	$78K	Hold	603	–	–	0.04%	287
2021 Q4	$91K	Buy	603 +1	+0.2%	+$148	0.04%	275
2021 Q3	$91K	Buy	602 +1	+0.2%	+$147	0.06%	236
2021 Q2	$88K	Buy	601 +300	+100%	+$42.2K	0.06%	248
2021 Q1	$43K	Hold	301	–	–	0.03%	341
2020 Q4	$36K	Buy	+301	New	+$32.2K	0.03%	361

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

RJA

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

Accel Wealth Management's DRI Position: Q2 2023 in Review

Accel Wealth Management sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 512 shares — an estimated $79.4K sold.

Accel Wealth Management first reported a position in DRI in Q4 2020 and held it in 10 quarters. The position peaked at $91K in Q4 2021. 856 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

Accel Wealth Management reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 512 Darden Restaurants shares in Q2 2023, an estimated $79.4K.
Accel Wealth Management first reported a position in Darden Restaurants in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Darden Restaurants position peaked at $91K in Q4 2021.
856 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.