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Independent Solutions Wealth Management’s Darden Restaurants DRI Stock Holding History

Independent Solutions Wealth 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
2023
Q4 		– Sell
-4,111
Closed -$589K – 176
2023
Q3 		$589K Buy
4,111
+1,951
+90% +$309K 0.15% 116
2023
Q2 		$361K Buy
+2,160
New +$339K 0.09% 150
2020
Q1 		– Sell
-6,395
Closed -$697K – 135
2019
Q4 		$697K Buy
+6,395
New +$726K 0.31% 67

Other funds holding DRI

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Independent Solutions Wealth Management's DRI Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 4,111 shares — an estimated $589K sold.

Independent Solutions Wealth Management first reported a position in DRI in Q4 2019 and held it in 3 quarters. The position peaked at $697K in Q4 2019. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Independent Solutions Wealth Management reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 4,111 Darden Restaurants shares in Q4 2023, an estimated $589K.
  • Independent Solutions Wealth Management first reported a position in Darden Restaurants in Q4 2019 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Darden Restaurants position peaked at $697K in Q4 2019.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.