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Kapitalo Investimentos’s Darden Restaurants DRI Stock Holding History

Kapitalo Investimentos’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
-3,928
Closed -$563K – 574
2023
Q3 		$563K Buy
+3,928
New +$623K 0.08% 91

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BlackRock
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State Street
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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

Kapitalo Investimentos's DRI Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 3,928 shares — an estimated $563K sold.

Kapitalo Investimentos first reported a position in DRI in Q3 2023 and held it in 1 quarter. The position peaked at $563K in Q3 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,928 Darden Restaurants shares in Q4 2023, an estimated $563K.
  • Kapitalo Investimentos first reported a position in Darden Restaurants in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Darden Restaurants position peaked at $563K in Q3 2023.
  • 906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.