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Bosun Asset Management’s Darden Restaurants DRI Stock Holding History

Bosun Asset 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
Q4 		– Sell
-5,100
Closed -$730K – 89
2023
Q3 		$730K Buy
+5,100
New +$809K 0.79% 30

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BlackRock
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State Street
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Morgan Stanley
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Geode Capital Management
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Charles Schwab
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Victory Capital Management
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Bosun Asset Management's DRI Position: Q4 2023 in Review

Bosun Asset Management sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 5,100 shares — an estimated $730K sold.

Bosun Asset Management first reported a position in DRI in Q3 2023 and held it in 1 quarter. The position peaked at $730K in Q3 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Bosun Asset Management reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Bosun Asset Management sold 5,100 Darden Restaurants shares in Q4 2023, an estimated $730K.
  • Bosun Asset Management first reported a position in Darden Restaurants in Q3 2023 and held it in 1 quarter.
  • Bosun Asset Management's Darden Restaurants position peaked at $730K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Bosun Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.