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Insight Wealth Strategies’s Darden Restaurants DRI Stock Holding History

Insight Wealth Strategies’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
-14,033
Closed -$1.59M – 140
2022
Q3 		$1.59M Hold
14,033
– – 0.29% 49
2022
Q2 		$1.59M Buy
14,033
+1,632
+13% +$204K 0.29% 49
2022
Q1 		$1.65M Buy
12,401
+2,124
+21% +$293K 0.24% 68
2021
Q4 		$1.55M Buy
10,277
+1,731
+20% +$256K 0.22% 66
2021
Q3 		$1.29M Buy
8,546
+490
+6% +$72K 0.18% 79
2021
Q2 		$1.18M Buy
8,056
+103
+1% +$14.5K 0.17% 78
2021
Q1 		$1.13M Buy
7,953
+4,093
+106% +$539K 0.15% 90
2020
Q4 		$460K Sell
3,860
-325
-8% -$34.8K 0.08% 119
2020
Q3 		$422K Buy
+4,185
New +$348K 0.08% 117
2020
Q1 		– Sell
-5,453
Closed -$594K – 163
2019
Q4 		$594K Buy
5,453
+7
+0.1% +$795 0.13% 109
2019
Q3 		$644K Buy
5,446
+401
+8% +$48.9K 0.15% 96
2019
Q2 		$614K Buy
5,045
+38
+0.8% +$4.52K 0.15% 90
2019
Q1 		$608K Buy
5,007
+149
+3% +$16.3K 0.17% 84
2018
Q4 		$485K Buy
+4,858
New +$520K 0.15% 85

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 $3.38T AUM 44.17% 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

Insight Wealth Strategies's DRI Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 14,033 shares — an estimated $1.59M sold.

Insight Wealth Strategies first reported a position in DRI in Q4 2018 and held it in 14 quarters. The position peaked at $1.65M in Q1 2022. 813 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 14,033 Darden Restaurants shares in Q4 2022, an estimated $1.59M.
  • Insight Wealth Strategies first reported a position in Darden Restaurants in Q4 2018 and held it in 14 quarters.
  • Insight Wealth Strategies's Darden Restaurants position peaked at $1.65M in Q1 2022.
  • 813 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.