Morton Brown Family Wealth’s Darden Restaurants DRI Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-10	Closed	-$1.55K	–	214
2023 Q1	$1.55K	Buy	+10	New	+$1.48K	﹤0.01%	219
2022 Q3	–	Sell	-20	Closed	-$2K	–	241
2022 Q2	$2K	Buy	+20	New	+$2.5K	﹤0.01%	193

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morton Brown Family Wealth's DRI Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 10 shares — an estimated $1.55K sold.

Morton Brown Family Wealth first reported a position in DRI in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

Morton Brown Family Wealth reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 10 Darden Restaurants shares in Q2 2023, an estimated $1.55K.
Morton Brown Family Wealth first reported a position in Darden Restaurants in Q2 2022 and held it in 2 quarters.
Morton Brown Family Wealth's Darden Restaurants position peaked at $2K in Q2 2022.
854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.