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MinichMacGregor Wealth Management’s Darden Restaurants DRI Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-10
Closed -$1.38K – 234
2022
Q4 		$1.38K Buy
+10
New +$1.4K ﹤0.01% 604
2018
Q4 		– Sell
-15
Closed -$1K – 196
2018
Q3 		$1K Hold
15
– – ﹤0.01% 477
2018
Q2 		$1K Hold
15
– – ﹤0.01% 477
2018
Q1 		$1K Buy
+15
New +$1.42K ﹤0.01% 457

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

MinichMacGregor Wealth Management's DRI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 10 shares — an estimated $1.38K sold.

MinichMacGregor Wealth Management first reported a position in DRI in Q1 2018 and held it in 4 quarters. The position peaked at $1.38K in Q4 2022. 840 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 10 Darden Restaurants shares in Q1 2023, an estimated $1.38K.
  • MinichMacGregor Wealth Management first reported a position in Darden Restaurants in Q1 2018 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's Darden Restaurants position peaked at $1.38K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.