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Hefty Wealth Partners’s Darden Restaurants DRI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-10,722
Closed -$1.03M – 247
2017
Q4 		$1.03M Buy
+10,722
New +$906K 0.64% 43
2016
Q4 		– Sell
-16,277
Closed -$998K – 236
2016
Q3 		$998K Buy
+16,277
New +$1.01M 0.76% 48

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Hefty Wealth Partners's DRI Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Darden Restaurants (DRI) in Q1 2018, closing a stake of 10,722 shares — an estimated $1.03M sold.

Hefty Wealth Partners first reported a position in DRI in Q3 2016 and held it in 2 quarters. The position peaked at $1.03M in Q4 2017. 614 funds tracked by Wall St. Rank hold DRI as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Darden Restaurants position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 10,722 Darden Restaurants shares in Q1 2018, an estimated $1.03M.
  • Hefty Wealth Partners first reported a position in Darden Restaurants in Q3 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's Darden Restaurants position peaked at $1.03M in Q4 2017.
  • 614 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.