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Howe & Rusling’s Darden Restaurants DRI Stock Holding History

Howe & Rusling’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 		– Sell
-12
Closed -$2K – 522
2022
Q3 		$2K Hold
12
– – ﹤0.01% 853
2022
Q2 		$1K Sell
12
-3
-20% -$375 ﹤0.01% 941
2022
Q1 		$2K Hold
15
– – ﹤0.01% 849
2021
Q4 		$2K Hold
15
– – ﹤0.01% 851
2021
Q3 		$2K Sell
15
-62
-81% -$9.11K ﹤0.01% 837
2021
Q2 		$11K Sell
77
-2
-3% -$281 ﹤0.01% 475
2021
Q1 		$11K Buy
79
+9
+13% +$1.18K ﹤0.01% 477
2020
Q4 		$8K Sell
70
-26
-27% -$2.78K ﹤0.01% 511
2020
Q3 		$10K Hold
96
– – ﹤0.01% 444
2020
Q2 		$7K Buy
+96
New +$6.81K ﹤0.01% 478
2018
Q2 		– Sell
-236
Closed -$20K – 850
2018
Q1 		$20K Buy
+236
New +$22.3K ﹤0.01% 392
2017
Q3 		– Sell
-90
Closed -$8K – 897
2017
Q2 		$8K Sell
90
-306
-77% -$26.7K ﹤0.01% 524
2017
Q1 		$33K Buy
396
+306
+340% +$22.9K 0.01% 306
2016
Q4 		$7K Hold
90
– – ﹤0.01% 587
2016
Q3 		$6K Hold
90
– – ﹤0.01% 616
2016
Q2 		$6K Hold
90
– – ﹤0.01% 574
2016
Q1 		$6K Sell
90
-61
-40% -$3.86K ﹤0.01% 626
2015
Q4 		$10K Buy
151
+83
+122% +$4.82K ﹤0.01% 496
2015
Q3 		$4K Hold
68
– – ﹤0.01% 662
2015
Q2 		$4K Buy
+68
New +$4.02K ﹤0.01% 691
2014
Q2 		– Sell
-1,656
Closed -$75K – 860
2014
Q1 		$75K Buy
+1,656
New +$74.1K 0.02% 253
2013
Q4 		– Sell
-1,656
Closed -$69K – 830
2013
Q3 		$69K Sell
1,656
-615
-27% -$26.7K 0.03% 259
2013
Q2 		$102K Buy
+2,271
New +$105K 0.03% 211

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 $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Howe & Rusling's DRI Position: Q4 2022 in Review

Howe & Rusling sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 12 shares — an estimated $2K sold.

Howe & Rusling first reported a position in DRI in Q2 2013 and held it in 23 quarters. The position peaked at $102K in Q2 2013. 813 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Howe & Rusling reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 12 Darden Restaurants shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in Darden Restaurants in Q2 2013 and held it in 23 quarters.
  • Howe & Rusling's Darden Restaurants position peaked at $102K in Q2 2013.
  • 813 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.