DI
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Disciplined Investments’s Darden Restaurants DRI Stock Holding History

Disciplined 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
-15
Closed -$2.51K – 504
2023
Q2 		$2.51K Sell
15
-2
-12% -$314 ﹤0.01% 573
2023
Q1 		$2.64K Sell
17
-2
-11% -$296 ﹤0.01% 562
2022
Q4 		$2.63K Buy
19
+4
+27% +$558 ﹤0.01% 528
2022
Q3 		$2K Buy
15
+3
+25% +$375 ﹤0.01% 612
2022
Q2 		$1K Buy
12
+2
+20% +$250 ﹤0.01% 876
2022
Q1 		$1K Buy
+10
New +$1.38K ﹤0.01% 935

Other funds holding DRI

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
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

Disciplined Investments's DRI Position: Q3 2023 in Review

Disciplined Investments sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 15 shares — an estimated $2.51K sold.

Disciplined Investments first reported a position in DRI in Q1 2022 and held it in 6 quarters. The position peaked at $2.64K in Q1 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Disciplined Investments reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 15 Darden Restaurants shares in Q3 2023, an estimated $2.51K.
  • Disciplined Investments first reported a position in Darden Restaurants in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Darden Restaurants position peaked at $2.64K in Q1 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.