Patriot Financial Group Insurance Agency’s Darden Restaurants DRI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-415	Closed	-$47K	–	804
2022 Q2	$47K	Buy	415 +31	+8%	+$3.87K	0.01%	751
2022 Q1	$51K	Buy	384 +150	+64%	+$20.7K	0.01%	768
2021 Q4	$35K	Hold	234	–	–	0.01%	998
2021 Q3	$35K	Sell	234 -1	-0.4%	-$147	0.01%	1000
2021 Q2	$34K	Buy	235 +86	+58%	+$12.1K	0.01%	970
2021 Q1	$21K	Hold	149	–	–	﹤0.01%	1059
2020 Q4	$18K	Buy	149 +1	+0.7%	+$107	﹤0.01%	1014
2020 Q3	$15K	Hold	148	–	–	﹤0.01%	897
2020 Q2	$11K	Sell	148 -1	-0.7%	-$71	﹤0.01%	936
2020 Q1	$8K	Sell	149 -22	-13%	-$2.14K	﹤0.01%	912
2019 Q4	$19K	Buy	171 +2	+1%	+$227	0.01%	694
2019 Q3	$20K	Buy	169 +25	+17%	+$3.05K	0.01%	648
2019 Q2	$17K	Sell	144 -2	-1%	-$238	0.01%	692
2019 Q1	$18K	Hold	146	–	–	0.01%	570
2018 Q4	$15K	Buy	146 +6	+4%	+$642	0.01%	526
2018 Q3	$16K	Buy	+140	New	+$15.8K	0.01%	517

Other funds holding DRI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

RJA

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

Patriot Financial Group Insurance Agency's DRI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Darden Restaurants (DRI) in Q3 2022, closing a stake of 415 shares — an estimated $47K sold.

Patriot Financial Group Insurance Agency first reported a position in DRI in Q3 2018 and held it in 16 quarters. The position peaked at $51K in Q1 2022. 729 funds tracked by Wall St. Rank hold DRI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Darden Restaurants position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 415 Darden Restaurants shares in Q3 2022, an estimated $47K.
Patriot Financial Group Insurance Agency first reported a position in Darden Restaurants in Q3 2018 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Darden Restaurants position peaked at $51K in Q1 2022.
729 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.