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Hedeker Wealth’s Darden Restaurants DRI Stock Holding History

Hedeker Wealth’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
2022
Q3 		– Sell
-1,926
Closed -$221K – 92
2022
Q2 		$221K Buy
+1,926
New +$241K 0.08% 88
2015
Q1 		– Sell
-9,107
Closed -$477K – 108
2014
Q4 		$477K Buy
+9,107
New +$441K 0.39% 63

Other funds holding DRI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hedeker Wealth's DRI Position: Q3 2022 in Review

Hedeker Wealth sold out of Darden Restaurants (DRI) in Q3 2022, closing a stake of 1,926 shares — an estimated $221K sold.

Hedeker Wealth first reported a position in DRI in Q4 2014 and held it in 2 quarters. The position peaked at $477K in Q4 2014. 728 funds tracked by Wall St. Rank hold DRI as of Q3 2022.

  • Hedeker Wealth reported no remaining Darden Restaurants position as of Q3 2022 after selling out during the quarter.
  • Hedeker Wealth sold 1,926 Darden Restaurants shares in Q3 2022, an estimated $221K.
  • Hedeker Wealth first reported a position in Darden Restaurants in Q4 2014 and held it in 2 quarters.
  • Hedeker Wealth's Darden Restaurants position peaked at $477K in Q4 2014.
  • 728 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2022.

Based on Hedeker Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.