M&G Investment Management’s Darden Restaurants DRI Stock Holding History

M&G Investment 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
2023 Q4	$13.1M	Sell	79,902 -3,429	-4%	-$519K	0.05%	162
2023 Q3	$11.9M	Hold	83,331	–	–	0.05%	179
2023 Q2	$13.9M	Buy	+83,331	New	+$13.1M	0.06%	160
2021 Q3	–	Sell	-1,517	Closed	-$221	–	751
2021 Q2	$221	Buy	+1,517	New	+$213K	﹤0.01%	718

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

M&G Investment Management's DRI Position: Q4 2023 in Review

M&G Investment Management reduced its Darden Restaurants (DRI) stake by 4.1% in Q4 2023, selling an estimated $519K and leaving 79,902 shares worth $13.1M. The position accounts for 0.05% of the portfolio, ranked #162.

M&G Investment Management first reported a position in DRI in Q2 2021 and has held it in 4 quarters since. The position peaked at $13.9M in Q2 2023. 906 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

M&G Investment Management held 79,902 shares of Darden Restaurants worth $13.1M as of Q4 2023.
M&G Investment Management sold 3,429 Darden Restaurants shares in Q4 2023, an estimated $519K.
Darden Restaurants made up 0.05% of M&G Investment Management's portfolio in Q4 2023, its #162 holding.
M&G Investment Management first reported a position in Darden Restaurants in Q2 2021 and has held it in 4 quarters since.
M&G Investment Management's Darden Restaurants position peaked at $13.9M in Q2 2023.
906 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.