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DFPG Investments’s Darden Restaurants DRI Stock Holding History

DFPG Investments’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
Q3 		– Sell
-3,557
Closed -$610K – 592
2023
Q2 		$610K Buy
3,557
+1,569
+79% +$246K 0.06% 335
2023
Q1 		$308K Buy
+1,988
New +$294K 0.03% 426

Other funds holding DRI

Capital World Investors
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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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DFPG Investments's DRI Position: Q3 2023 in Review

DFPG Investments sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 3,557 shares — an estimated $610K sold.

DFPG Investments first reported a position in DRI in Q1 2023 and held it in 2 quarters. The position peaked at $610K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • DFPG Investments reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 3,557 Darden Restaurants shares in Q3 2023, an estimated $610K.
  • DFPG Investments first reported a position in Darden Restaurants in Q1 2023 and held it in 2 quarters.
  • DFPG Investments's Darden Restaurants position peaked at $610K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.