Harel Insurance Investments & Financial Services’s Darden Restaurants DRI Stock Holding History

Harel Insurance Investments & Financial Services’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	-1,018	Closed	-$168K	–	677
2023 Q2	$168K	Buy	1,018 +100	+11%	+$15.7K	﹤0.01%	328
2023 Q1	$141K	Sell	918 -1,400	-60%	-$207K	﹤0.01%	373
2022 Q4	$324K	Buy	2,318 +1,312	+130%	+$183K	0.01%	239
2022 Q3	$130K	Sell	1,006 -10,123	-91%	-$1.27M	﹤0.01%	348
2022 Q2	$1.26M	Buy	+11,129	New	+$1.39M	0.03%	162
2021 Q2	–	Sell	-1,712	Closed	-$812K	–	796
2021 Q1	$812K	Sell	1,712 -1,858	-52%	-$245K	0.02%	409
2020 Q4	$1.37M	Sell	3,570 -1,992	-36%	-$213K	0.03%	240
2020 Q3	$560K	Buy	+5,562	New	+$462K	0.02%	184

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Harel Insurance Investments & Financial Services's DRI Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 1,018 shares — an estimated $168K sold.

Harel Insurance Investments & Financial Services first reported a position in DRI in Q3 2020 and held it in 8 quarters. The position peaked at $1.37M in Q4 2020. 850 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,018 Darden Restaurants shares in Q3 2023, an estimated $168K.
Harel Insurance Investments & Financial Services first reported a position in Darden Restaurants in Q3 2020 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's Darden Restaurants position peaked at $1.37M in Q4 2020.
850 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.