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IRON Financial’s Darden Restaurants DRI Stock Holding History

IRON Financial’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
2024
Q1 		– Sell
-4,105
Closed -$674K – 105
2023
Q4 		$674K Sell
4,105
-187
-4% -$28.3K 0.38% 48
2023
Q3 		$615K Buy
+4,292
New +$681K 0.36% 53

Other funds holding DRI

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IRON Financial's DRI Position: Q1 2024 in Review

IRON Financial sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 4,105 shares — an estimated $674K sold.

IRON Financial first reported a position in DRI in Q3 2023 and held it in 2 quarters. The position peaked at $674K in Q4 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • IRON Financial reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • IRON Financial sold 4,105 Darden Restaurants shares in Q1 2024, an estimated $674K.
  • IRON Financial first reported a position in Darden Restaurants in Q3 2023 and held it in 2 quarters.
  • IRON Financial's Darden Restaurants position peaked at $674K in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on IRON Financial's 13F filing for Q1 2024, filed 23 Apr 2024.