Lenox Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Lenox Wealth 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
2022 Q1	$15K	Sell	117 -7	-6%	-$967	﹤0.01%	418
2021 Q4	$19K	Buy	124 +7	+6%	+$1.03K	﹤0.01%	408
2021 Q3	$18K	Hold	117	–	–	﹤0.01%	377
2021 Q2	$17K	Buy	+117	New	+$16.5K	﹤0.01%	389
2020 Q1	–	Sell	-1	Closed	–	–	803
2019 Q4	$0	Buy	+1	New	+$114	﹤0.01%	747
2018 Q3	–	Sell	-92	Closed	-$10K	–	442
2018 Q2	$10K	Sell	92 -30	-25%	-$2.75K	﹤0.01%	357
2018 Q1	$10K	Buy	122 +92	+307%	+$8.71K	﹤0.01%	362
2017 Q4	$3K	Buy	+30	New	+$2.53K	﹤0.01%	280

Other funds holding DRI

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's DRI Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Darden Restaurants (DRI) stake by 5.6% in Q1 2022, selling an estimated $967 and leaving 117 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Lenox Wealth Advisors first reported a position in DRI in Q4 2017 and has held it in 8 quarters since. The position peaked at $19K in Q4 2021. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

Lenox Wealth Advisors held 117 shares of Darden Restaurants worth $15K as of Q1 2022.
Lenox Wealth Advisors sold 7 Darden Restaurants shares in Q1 2022, an estimated $967.
Darden Restaurants made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #418 holding.
Lenox Wealth Advisors first reported a position in Darden Restaurants in Q4 2017 and has held it in 8 quarters since.
Lenox Wealth Advisors's Darden Restaurants position peaked at $19K in Q4 2021.
748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.