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Clear Perspectives Financial Planning’s Darden Restaurants DRI Stock Holding History

Clear Perspectives Financial Planning’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 		$34.1K Hold
220
– – 0.02% 86
2022
Q4 		$30.4K Hold
220
– – 0.02% 102
2022
Q3 		$28K Buy
+220
New +$27.5K 0.01% 107

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Clear Perspectives Financial Planning's DRI Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Darden Restaurants (DRI) position steady in Q1 2023 at 220 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #86.

Clear Perspectives Financial Planning first reported a position in DRI in Q3 2022 and has held it in 3 quarters since. 840 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

  • Clear Perspectives Financial Planning held 220 shares of Darden Restaurants worth $34.1K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Darden Restaurants share count unchanged in Q1 2023.
  • Darden Restaurants made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #86 holding.
  • Clear Perspectives Financial Planning first reported a position in Darden Restaurants in Q3 2022 and has held it in 3 quarters since.
  • 840 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.