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	Sell	3,000 -1,000	-25%	-$122K	0.12%	95
2019 Q2	$487K	Buy	4,000 +1,000	+33%	+$119K	2.38%	9
2019 Q1	$364K	Sell	3,000 -396,440	-99%	-$43.5M	1.94%	13
2018 Q4	$4K	Buy	+399,440	New	+$42.7M	0.31%	50

Other funds holding DRI

Capital World Investors

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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