FDx Advisors’s Darden Restaurants DRI Stock Holding History

FDx Advisors’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 Q2	–	Sell	-1,772	Closed	-$245K	–	773
2023 Q1	$245K	Hold	1,772	–	–	0.01%	640
2022 Q4	$245K	Buy	+1,772	New	+$247K	0.01%	640
2020 Q1	–	Sell	-5,733	Closed	-$625K	–	542
2019 Q4	$625K	Buy	5,733 +1,587	+38%	+$180K	0.03%	309
2019 Q3	$490K	Buy	+4,146	New	+$506K	0.03%	348

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FDx Advisors's DRI Position: Q2 2023 in Review

FDx Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 1,772 shares — an estimated $245K sold.

FDx Advisors first reported a position in DRI in Q3 2019 and held it in 4 quarters. The position peaked at $625K in Q4 2019. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

FDx Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 1,772 Darden Restaurants shares in Q2 2023, an estimated $245K.
FDx Advisors first reported a position in Darden Restaurants in Q3 2019 and held it in 4 quarters.
FDx Advisors's Darden Restaurants position peaked at $625K in Q4 2019.
854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.