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Castle Wealth Management’s Darden Restaurants DRI Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-105
Closed -$13K – 247
2022
Q3 		$13K Buy
105
+1
+1% +$125 0.01% 379
2022
Q2 		$12K Buy
+104
New +$13K 0.01% 374

Other funds holding DRI

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Castle Wealth Management's DRI Position: Q4 2022 in Review

Castle Wealth Management sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 105 shares — an estimated $13K sold.

Castle Wealth Management first reported a position in DRI in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 812 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Castle Wealth Management reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 105 Darden Restaurants shares in Q4 2022, an estimated $13K.
  • Castle Wealth Management first reported a position in Darden Restaurants in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Darden Restaurants position peaked at $13K in Q3 2022.
  • 812 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.