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Piershale Financial Group’s Darden Restaurants DRI Stock Holding History

Piershale Financial 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
Q2 		$187K Buy
1,117
+8
+0.7% +$1.26K 0.12% 17
2023
Q1 		$172K Buy
1,109
+9
+0.8% +$1.33K 0.14% 12
2022
Q4 		$152K Buy
+1,100
New +$153K 0.13% 14
2016
Q4 		– Sell
-934
Closed -$57K – 50
2016
Q3 		$57K Buy
934
+8
+0.9% +$496 0.04% 34
2016
Q2 		$59K Buy
926
+7
+0.8% +$458 0.04% 30
2016
Q1 		$61K Buy
919
+8
+0.9% +$506 0.04% 27
2015
Q4 		$58K Sell
911
-99
-10% -$5.75K 0.04% 37
2015
Q3 		$62K Buy
1,010
+7
+0.7% +$444 0.05% 27
2015
Q2 		$64K Buy
1,003
+8
+0.8% +$473 0.05% 29
2015
Q1 		$62K Hold
995
– – 0.05% 26
2014
Q4 		$52K Buy
+995
New +$48.2K 0.03% 42

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Piershale Financial Group's DRI Position: Q2 2023 in Review

Piershale Financial Group increased its Darden Restaurants (DRI) stake by 0.72% in Q2 2023, buying an estimated $1.26K and bringing the position to 1,117 shares worth $187K. The position accounts for 0.12% of the portfolio, ranked #17.

Piershale Financial Group first reported a position in DRI in Q4 2014 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Piershale Financial Group held 1,117 shares of Darden Restaurants worth $187K as of Q2 2023.
  • Piershale Financial Group bought 8 Darden Restaurants shares in Q2 2023, an estimated $1.26K.
  • Darden Restaurants made up 0.12% of Piershale Financial Group's portfolio in Q2 2023, its #17 holding.
  • Piershale Financial Group first reported a position in Darden Restaurants in Q4 2014 and has held it in 11 quarters since.
  • 855 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.