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Newbridge Financial Services Group’s Darden Restaurants DRI Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-95
Closed -$15.8K – 1321
2023
Q2 		$15.8K Buy
95
+1
+1% +$157 0.01% 764
2023
Q1 		$14.6K Buy
+94
New +$13.9K 0.01% 815
2022
Q1 		– Sell
-100
Closed -$15K – 1464
2021
Q4 		$15K Buy
+100
New +$14.8K 0.01% 801

Other funds holding DRI

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newbridge Financial Services Group's DRI Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 95 shares — an estimated $15.8K sold.

Newbridge Financial Services Group first reported a position in DRI in Q4 2021 and held it in 3 quarters. The position peaked at $15.8K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 95 Darden Restaurants shares in Q3 2023, an estimated $15.8K.
  • Newbridge Financial Services Group first reported a position in Darden Restaurants in Q4 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Darden Restaurants position peaked at $15.8K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.