Ackerman Capital Advisors’s Darden Restaurants DRI Stock Holding History

Ackerman Capital Advisors’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	-2,932	Closed	-$455K	–	104
2023 Q1	$455K	Sell	2,932 -5	-0.2%	-$740	0.12%	67
2022 Q4	$406K	Hold	2,937	–	–	0.11%	72
2022 Q3	$371K	Hold	2,937	–	–	0.11%	71
2022 Q2	$332K	Hold	2,937	–	–	0.09%	80
2022 Q1	$390K	Hold	2,937	–	–	0.09%	79
2021 Q4	$442K	Sell	2,937 -130	-4%	-$19.2K	0.1%	75
2021 Q3	$465K	Sell	3,067 -1	-0%	-$147	0.11%	67
2021 Q2	$448K	Sell	3,068 -932	-23%	-$131K	0.1%	68
2021 Q1	$568K	Buy	+4,000	New	+$526K	0.14%	62
2020 Q4	–	Sell	-4,000	Closed	-$403K	–	125
2020 Q3	$403K	Hold	4,000	–	–	0.11%	64
2020 Q2	$303K	Sell	4,000 -1,200	-23%	-$85.1K	0.09%	80
2020 Q1	$283K	Buy	5,200 +2,200	+73%	+$214K	0.11%	66
2019 Q4	$327K	Hold	3,000	–	–	0.1%	143
2019 Q3	$355K	Buy	+3,000	New	+$366K	0.12%	95
2018 Q4	$4M	Buy	+399,440	New	+$42.7M	0.31%	50

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

Ackerman Capital Advisors's DRI Position: Q2 2023 in Review

Ackerman Capital Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 2,932 shares — an estimated $455K sold.

Ackerman Capital Advisors first reported a position in DRI in Q4 2018 and held it in 15 quarters. The position peaked at $4M in Q4 2018. 856 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

Ackerman Capital Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 2,932 Darden Restaurants shares in Q2 2023, an estimated $455K.
Ackerman Capital Advisors first reported a position in Darden Restaurants in Q4 2018 and held it in 15 quarters.
Ackerman Capital Advisors's Darden Restaurants position peaked at $4M in Q4 2018.
856 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Ackerman Capital Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.