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Fiducient Advisors’s Darden Restaurants DRI Stock Holding History

Fiducient 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
Q1 		– Sell
-2,265
Closed -$313K – 81
2022
Q4 		$313K Buy
+2,265
New +$316K 0.09% 135

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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

Fiducient Advisors's DRI Position: Q1 2023 in Review

Fiducient Advisors sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 2,265 shares — an estimated $313K sold.

Fiducient Advisors first reported a position in DRI in Q4 2022 and held it in 1 quarter. The position peaked at $313K in Q4 2022. 840 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

  • Fiducient Advisors reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
  • Fiducient Advisors sold 2,265 Darden Restaurants shares in Q1 2023, an estimated $313K.
  • Fiducient Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 1 quarter.
  • Fiducient Advisors's Darden Restaurants position peaked at $313K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.