HeadInvest LLC’s Darden Restaurants DRI Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-105	Closed	-$15K	–	345
2023 Q3	$15K	Buy	+105	New	+$16.6K	﹤0.01%	513

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HeadInvest LLC's DRI Position: Q4 2023 in Review

HeadInvest LLC sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 105 shares — an estimated $15K sold.

HeadInvest LLC first reported a position in DRI in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

HeadInvest LLC reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 105 Darden Restaurants shares in Q4 2023, an estimated $15K.
HeadInvest LLC first reported a position in Darden Restaurants in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Darden Restaurants position peaked at $15K in Q3 2023.
906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.