Lake Street Private Wealth’s Darden Restaurants DRI Stock Holding History

Lake Street Private Wealth’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	-1,509	Closed	-$216K	–	309
2023 Q3	$216K	Sell	1,509 -152	-9%	-$24.1K	0.04%	256
2023 Q2	$278K	Hold	1,661	–	–	0.05%	237
2023 Q1	$258K	Buy	1,661 +200	+14%	+$29.6K	0.05%	240
2022 Q4	$202K	Buy	+1,461	New	+$204K	0.04%	264

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lake Street Private Wealth's DRI Position: Q4 2023 in Review

Lake Street Private Wealth sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 1,509 shares — an estimated $216K sold.

Lake Street Private Wealth first reported a position in DRI in Q4 2022 and held it in 4 quarters. The position peaked at $278K in Q2 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

Lake Street Private Wealth reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
Lake Street Private Wealth sold 1,509 Darden Restaurants shares in Q4 2023, an estimated $216K.
Lake Street Private Wealth first reported a position in Darden Restaurants in Q4 2022 and held it in 4 quarters.
Lake Street Private Wealth's Darden Restaurants position peaked at $278K in Q2 2023.
906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Lake Street Private Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.