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Cerity Partners OCIO’s Darden Restaurants DRI Stock Holding History

Cerity Partners OCIO’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
Q3 		– Sell
-37,790
Closed -$4.28M – 424
2022
Q2 		$4.28M Buy
37,790
+4,686
+14% +$585K 0.14% 91
2022
Q1 		$4.4M Buy
+33,104
New +$4.57M 0.13% 93
2014
Q1 		– Sell
-4,138
Closed -$201K – 174
2013
Q4 		$201K Buy
+4,138
New +$191K 0.03% 157

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cerity Partners OCIO's DRI Position: Q3 2022 in Review

Cerity Partners OCIO sold out of Darden Restaurants (DRI) in Q3 2022, closing a stake of 37,790 shares — an estimated $4.28M sold.

Cerity Partners OCIO first reported a position in DRI in Q4 2013 and held it in 3 quarters. The position peaked at $4.4M in Q1 2022. 728 funds tracked by Wall St. Rank hold DRI as of Q3 2022.

  • Cerity Partners OCIO reported no remaining Darden Restaurants position as of Q3 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 37,790 Darden Restaurants shares in Q3 2022, an estimated $4.28M.
  • Cerity Partners OCIO first reported a position in Darden Restaurants in Q4 2013 and held it in 3 quarters.
  • Cerity Partners OCIO's Darden Restaurants position peaked at $4.4M in Q1 2022.
  • 728 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2022.

Based on Cerity Partners OCIO's 13F filing for Q3 2022, filed 20 Oct 2022.