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Berger Financial Group’s Darden Restaurants DRI Stock Holding History

Berger Financial Group’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
2022
Q2 		– Sell
-2,415
Closed -$321K – 258
2022
Q1 		$321K Sell
2,415
-523
-18% -$72.2K 0.04% 197
2021
Q4 		$443K Buy
+2,938
New +$434K 0.06% 163

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Vanguard Group
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BlackRock
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State Street
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
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Millennium Management
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Ameriprise
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Berger Financial Group's DRI Position: Q2 2022 in Review

Berger Financial Group sold out of Darden Restaurants (DRI) in Q2 2022, closing a stake of 2,415 shares — an estimated $321K sold.

Berger Financial Group first reported a position in DRI in Q4 2021 and held it in 2 quarters. The position peaked at $443K in Q4 2021. 701 funds tracked by Wall St. Rank hold DRI as of Q2 2022.

  • Berger Financial Group reported no remaining Darden Restaurants position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 2,415 Darden Restaurants shares in Q2 2022, an estimated $321K.
  • Berger Financial Group first reported a position in Darden Restaurants in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's Darden Restaurants position peaked at $443K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.