Long Road Investment Counsel’s Darden Restaurants DRI Stock Holding History

Long Road Investment Counsel’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 Q4	–	Sell	-1,800	Closed	-$227K	–	70
2022 Q3	$227K	Hold	1,800	–	–	0.12%	67
2022 Q2	$204K	Buy	+1,800	New	+$225K	0.1%	68
2022 Q1	–	Sell	-1,800	Closed	-$271K	–	72
2021 Q4	$271K	Hold	1,800	–	–	0.11%	69
2021 Q3	$273K	Hold	1,800	–	–	0.12%	69
2021 Q2	$263K	Hold	1,800	–	–	0.11%	70
2021 Q1	$256K	Hold	1,800	–	–	0.12%	67
2020 Q4	$214K	Buy	+1,800	New	+$193K	0.1%	70
2019 Q4	–	Sell	-1,800	Closed	-$213K	–	67
2019 Q3	$213K	Sell	1,800 -200	-10%	-$24.4K	0.12%	71
2019 Q2	$243K	Hold	2,000	–	–	0.14%	72
2019 Q1	$243K	Buy	+2,000	New	+$219K	0.15%	72

Other funds holding DRI

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Long Road Investment Counsel's DRI Position: Q4 2022 in Review

Long Road Investment Counsel sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 1,800 shares — an estimated $227K sold.

Long Road Investment Counsel first reported a position in DRI in Q1 2019 and held it in 10 quarters. The position peaked at $273K in Q3 2021. 812 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

Long Road Investment Counsel reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
Long Road Investment Counsel sold 1,800 Darden Restaurants shares in Q4 2022, an estimated $227K.
Long Road Investment Counsel first reported a position in Darden Restaurants in Q1 2019 and held it in 10 quarters.
Long Road Investment Counsel's Darden Restaurants position peaked at $273K in Q3 2021.
812 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Long Road Investment Counsel's 13F filing for Q4 2022, filed 9 Feb 2023.