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IMS Capital Management’s Darden Restaurants DRI Stock Holding History

IMS Capital Management’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
-2,000
Closed -$226K – 135
2022
Q2 		$226K Buy
+2,000
New +$250K 0.15% 131
2014
Q3 		– Sell
-13,760
Closed -$569K – 162
2014
Q2 		$569K Buy
+13,760
New +$609K 0.62% 66

Other funds holding DRI

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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

IMS Capital Management's DRI Position: Q3 2022 in Review

IMS Capital Management sold out of Darden Restaurants (DRI) in Q3 2022, closing a stake of 2,000 shares — an estimated $226K sold.

IMS Capital Management first reported a position in DRI in Q2 2014 and held it in 2 quarters. The position peaked at $569K in Q2 2014. 728 funds tracked by Wall St. Rank hold DRI as of Q3 2022.

  • IMS Capital Management reported no remaining Darden Restaurants position as of Q3 2022 after selling out during the quarter.
  • IMS Capital Management sold 2,000 Darden Restaurants shares in Q3 2022, an estimated $226K.
  • IMS Capital Management first reported a position in Darden Restaurants in Q2 2014 and held it in 2 quarters.
  • IMS Capital Management's Darden Restaurants position peaked at $569K in Q2 2014.
  • 728 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2022.

Based on IMS Capital Management's 13F filing for Q3 2022, filed 17 Nov 2022.