One Wealth Advisors’s Darden Restaurants DRI Stock Holding History

One Wealth Advisors’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	–	Sell	-1,838	Closed	-$263K	–	217
2023 Q3	$263K	Sell	1,838 -455	-20%	-$72.1K	0.06%	151
2023 Q2	$383K	Sell	2,293 -182	-7%	-$28.6K	0.08%	128
2023 Q1	$384K	Hold	2,475	–	–	0.09%	125
2022 Q4	$342K	Buy	+2,475	New	+$345K	0.08%	129
2018 Q2	–	Sell	-543	Closed	-$49.7K	–	563
2018 Q1	$46K	Sell	543 -1,265	-70%	-$120K	0.04%	253
2017 Q4	$174K	Buy	+1,808	New	+$153K	0.14%	137

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

RJA

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

One Wealth Advisors's DRI Position: Q4 2023 in Review

One Wealth Advisors sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 1,838 shares — an estimated $263K sold.

One Wealth Advisors first reported a position in DRI in Q4 2017 and held it in 6 quarters. The position peaked at $384K in Q1 2023. 909 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

One Wealth Advisors reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
One Wealth Advisors sold 1,838 Darden Restaurants shares in Q4 2023, an estimated $263K.
One Wealth Advisors first reported a position in Darden Restaurants in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Darden Restaurants position peaked at $384K in Q1 2023.
909 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.