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Heritage Wealth Management (Arizona)’s Darden Restaurants DRI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$77.5K Buy
560
+280
+100% +$39.1K 0.01% 446
2022
Q3 		$35K Buy
280
+5
+2% +$625 0.01% 452
2022
Q2 		$31.1K Sell
275
-66
-19% -$8.24K 0.01% 486
2022
Q1 		$45K Buy
+341
New +$47.1K 0.01% 490
2021
Q3 		$52K Hold
341
– – 0.02% 437
2021
Q2 		$50K Hold
341
– – 0.02% 450
2021
Q1 		$48K Buy
+341
New +$44.9K 0.03% 382

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DRI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Darden Restaurants (DRI) stake by 100% in Q4 2022, buying an estimated $39.1K and bringing the position to 560 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #446.

Heritage Wealth Management (Arizona) first reported a position in DRI in Q1 2021 and has held it in 7 quarters since. 812 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 560 shares of Darden Restaurants worth $77.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 280 Darden Restaurants shares in Q4 2022, an estimated $39.1K.
  • Darden Restaurants made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #446 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Darden Restaurants in Q1 2021 and has held it in 7 quarters since.
  • 812 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.