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Level Financial Advisors’s Darden Restaurants DRI Stock Holding History

Level 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
Q1 		– Sell
-10
Closed -$1K – 264
2022
Q4 		$1K Buy
+10
New +$1.4K ﹤0.01% 246

Other funds holding DRI

Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Level Financial Advisors's DRI Position: Q1 2023 in Review

Level Financial Advisors sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in DRI in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 840 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

  • Level Financial Advisors reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 10 Darden Restaurants shares in Q1 2023, an estimated $1K.
  • Level Financial Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Darden Restaurants position peaked at $1K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.