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Bison Wealth’s Darden Restaurants DRI Stock Holding History

Bison Wealth’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
Q1 		– Sell
-18,552
Closed -$171K – 375
2021
Q4 		$171K Sell
18,552
-50
-0.3% -$7.39K 0.1% 192
2021
Q3 		$179K Buy
18,602
+80
+0.4% +$11.8K 0.08% 236
2021
Q2 		$162K Buy
18,522
+140
+0.8% +$19.7K 0.07% 250
2021
Q1 		$138K Buy
+18,382
New +$2.42M 0.06% 259

Other funds holding DRI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bison Wealth's DRI Position: Q1 2022 in Review

Bison Wealth sold out of Darden Restaurants (DRI) in Q1 2022, closing a stake of 18,552 shares — an estimated $171K sold.

Bison Wealth first reported a position in DRI in Q1 2021 and held it in 4 quarters. The position peaked at $179K in Q3 2021. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

  • Bison Wealth reported no remaining Darden Restaurants position as of Q1 2022 after selling out during the quarter.
  • Bison Wealth sold 18,552 Darden Restaurants shares in Q1 2022, an estimated $171K.
  • Bison Wealth first reported a position in Darden Restaurants in Q1 2021 and held it in 4 quarters.
  • Bison Wealth's Darden Restaurants position peaked at $179K in Q3 2021.
  • 748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.