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Kelleher Financial Advisors’s Darden Restaurants DRI Stock Holding History

Kelleher Financial Advisors’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
Q3 		– Sell
-1,368
Closed -$229K – 112
2023
Q2 		$229K Hold
1,368
– – 0.13% 94
2023
Q1 		$212K Buy
+1,368
New +$202K 0.14% 96

Other funds holding DRI

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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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kelleher Financial Advisors's DRI Position: Q3 2023 in Review

Kelleher Financial Advisors sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 1,368 shares — an estimated $229K sold.

Kelleher Financial Advisors first reported a position in DRI in Q1 2023 and held it in 2 quarters. The position peaked at $229K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Kelleher Financial Advisors reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • Kelleher Financial Advisors sold 1,368 Darden Restaurants shares in Q3 2023, an estimated $229K.
  • Kelleher Financial Advisors first reported a position in Darden Restaurants in Q1 2023 and held it in 2 quarters.
  • Kelleher Financial Advisors's Darden Restaurants position peaked at $229K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Kelleher Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.