Centaurus Financial’s Darden Restaurants DRI Stock Holding History

Centaurus Financial’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	-2,664	Closed	-$369K	–	912
2022 Q4	$369K	Buy	2,664 +1	+0%	+$139	0.03%	439
2022 Q3	$336K	Buy	2,663 +10	+0.4%	+$1.25K	0.03%	449
2022 Q2	$300K	Buy	2,653 +1	+0%	+$125	0.03%	495
2022 Q1	$353K	Buy	2,652 +1	+0%	+$138	0.03%	504
2021 Q4	$399K	Hold	2,651	–	–	0.03%	495
2021 Q3	$401K	Sell	2,651 -2	-0.1%	-$294	0.03%	474
2021 Q2	$387K	Buy	2,653 +3	+0.1%	+$422	0.03%	499
2021 Q1	$376K	Sell	2,650 -86	-3%	-$11.3K	0.04%	442
2020 Q4	$326K	Buy	+2,736	New	+$293K	0.03%	452
2018 Q3	–	Sell	-314	Closed	-$34K	–	897
2018 Q2	$34K	Buy	+314	New	+$28.8K	﹤0.01%	1070

Other funds holding DRI

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centaurus Financial's DRI Position: Q1 2023 in Review

Centaurus Financial sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 2,664 shares — an estimated $369K sold.

Centaurus Financial first reported a position in DRI in Q2 2018 and held it in 10 quarters. The position peaked at $401K in Q3 2021. 841 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

Centaurus Financial reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
Centaurus Financial sold 2,664 Darden Restaurants shares in Q1 2023, an estimated $369K.
Centaurus Financial first reported a position in Darden Restaurants in Q2 2018 and held it in 10 quarters.
Centaurus Financial's Darden Restaurants position peaked at $401K in Q3 2021.
841 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on Centaurus Financial's 13F filing for Q1 2023, filed 18 May 2023.