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Phoenix Financial’s Darden Restaurants DRI Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-15,965
Closed -$2.04M – 304
2022
Q3 		$2.04M Buy
15,965
+2,000
+14% +$250K 0.04% 146
2022
Q2 		$1.58M Buy
13,965
+367
+3% +$45.8K 0.03% 190
2022
Q1 		$1.8M Buy
13,598
+375
+3% +$51.8K 0.03% 205
2021
Q4 		$1.99M Buy
13,223
+728
+6% +$108K 0.03% 199
2021
Q3 		$1.9M Buy
+12,495
New +$1.84M 0.03% 216
2021
Q2 		– Sell
-9,608
Closed -$1.37M – 329
2021
Q1 		$1.37M Buy
+9,608
New +$1.26M 0.03% 259
2020
Q3 		– Sell
-78,816
Closed -$5.67M – 346
2020
Q2 		$5.67M Buy
+78,816
New +$5.59M 0.24% 101

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Phoenix Financial's DRI Position: Q4 2022 in Review

Phoenix Financial sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 15,965 shares — an estimated $2.04M sold.

Phoenix Financial first reported a position in DRI in Q2 2020 and held it in 7 quarters. The position peaked at $5.67M in Q2 2020. 813 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Phoenix Financial reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 15,965 Darden Restaurants shares in Q4 2022, an estimated $2.04M.
  • Phoenix Financial first reported a position in Darden Restaurants in Q2 2020 and held it in 7 quarters.
  • Phoenix Financial's Darden Restaurants position peaked at $5.67M in Q2 2020.
  • 813 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.