C.M. Bidwell & Associates’s Darden Restaurants DRI Stock Holding History

C.M. Bidwell & Associates’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 Q1	–	Sell	-470	Closed	-$65K	–	524
2022 Q4	$65K	Buy	+470	New	+$65.6K	0.05%	272
2020 Q3	–	Sell	-2,740	Closed	-$208K	–	471
2020 Q2	$208K	Buy	+2,740	New	+$194K	0.19%	122
2019 Q3	–	Sell	-2,025	Closed	-$247K	–	439
2019 Q2	$247K	Sell	2,025 -3,910	-66%	-$465K	0.25%	110
2019 Q1	$721K	Buy	5,935 +2,140	+56%	+$235K	0.72%	30
2018 Q4	$379K	Buy	+3,795	New	+$406K	0.41%	64
2017 Q4	–	Sell	-215	Closed	-$17K	–	410
2017 Q3	$17K	Sell	215 -4,300	-95%	-$362K	0.03%	199
2017 Q2	$408K	Buy	+4,515	New	+$395K	0.09%	95
2016 Q3	–	Sell	-106,380	Closed	-$6.74M	–	277
2016 Q2	$6.74M	Buy	+106,380	New	+$6.96M	1.67%	13
2016 Q1	–	Sell	-5,340	Closed	-$340K	–	275
2015 Q4	$340K	Sell	5,340 -673	-11%	-$39.1K	0.08%	109
2015 Q3	$368K	Sell	6,013 -133,633	-96%	-$8.48M	0.09%	109
2015 Q2	$8.87M	Sell	139,646 -23	-0%	-$1.36K	1.98%	5
2015 Q1	$8.66M	Buy	139,669 +133,634	+2,214%	+$7.48M	1.91%	7
2014 Q4	$316K	Buy	+6,035	New	+$292K	0.07%	119

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

C.M. Bidwell & Associates's DRI Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 470 shares — an estimated $65K sold.

C.M. Bidwell & Associates first reported a position in DRI in Q4 2014 and held it in 13 quarters. The position peaked at $8.87M in Q2 2015. 841 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

C.M. Bidwell & Associates reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 470 Darden Restaurants shares in Q1 2023, an estimated $65K.
C.M. Bidwell & Associates first reported a position in Darden Restaurants in Q4 2014 and held it in 13 quarters.
C.M. Bidwell & Associates's Darden Restaurants position peaked at $8.87M in Q2 2015.
841 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.