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Liberty Wealth Management’s Darden Restaurants DRI Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-59
Closed -$9K – 409
2021
Q3 		$9K Buy
59
+35
+146% +$5.14K ﹤0.01% 834
2021
Q2 		$4K Hold
24
– – ﹤0.01% 825
2021
Q1 		$2K Hold
24
– – ﹤0.01% 803
2020
Q4 		$2K Buy
+24
New +$2.57K ﹤0.01% 800
2020
Q1 		– Sell
-6
Closed – – 904
2019
Q4 		$0 Buy
+6
New +$681 ﹤0.01% 920

Other funds holding DRI

Capital World Investors
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Liberty Wealth Management's DRI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Darden Restaurants (DRI) in Q4 2021, closing a stake of 59 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in DRI in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q3 2021. 797 funds tracked by Wall St. Rank hold DRI as of Q4 2021.

  • Liberty Wealth Management reported no remaining Darden Restaurants position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 59 Darden Restaurants shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Darden Restaurants in Q4 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Darden Restaurants position peaked at $9K in Q3 2021.
  • 797 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.