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Rational Advisors’s Darden Restaurants DRI Stock Holding History

Rational 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
Q2 		– Sell
-5,446
Closed -$845K – 282
2023
Q1 		$845K Buy
+5,446
New +$806K 0.07% 94
2022
Q1 		– Sell
-6,677
Closed -$1.01M – 266
2021
Q4 		$1.01M Sell
6,677
-770
-10% -$114K 0.06% 93
2021
Q3 		$1.13M Sell
7,447
-4,765
-39% -$700K 0.09% 90
2021
Q2 		$1.78M Buy
+12,212
New +$1.72M 0.21% 53
2020
Q4 		– Sell
-16
Closed -$2K – 313
2020
Q3 		$2K Sell
16
-200
-93% -$16.6K ﹤0.01% 465
2020
Q2 		$16K Buy
+216
New +$15.3K 0.01% 307
2020
Q1 		– Sell
-957
Closed -$104K – 259
2019
Q4 		$104K Sell
957
-49
-5% -$5.56K 0.05% 282
2019
Q3 		$119K Sell
1,006
-245
-20% -$29.9K 0.05% 280
2019
Q2 		$153K Sell
1,251
-22,876
-95% -$2.72M 0.05% 254
2019
Q1 		$2.93M Buy
24,127
+24,120
+344,571% +$2.64M 0.79% 32
2018
Q4 		$1K Sell
7
-264
-97% -$28.2K ﹤0.01% 498
2018
Q3 		$30K Sell
271
-54
-17% -$6.08K 0.01% 328
2018
Q2 		$35K Sell
325
-4,504
-93% -$412K 0.02% 286
2018
Q1 		$411K Sell
4,829
-5,771
-54% -$546K 0.19% 159
2017
Q4 		$1.02M Hold
10,600
– – 0.53% 70
2017
Q3 		$835K Sell
10,600
-300
-3% -$25.3K 0.45% 72
2017
Q2 		$986K Hold
10,900
– – 0.61% 48
2017
Q1 		$912K Buy
+10,900
New +$816K 0.6% 58
2016
Q4 		– Sell
-11,600
Closed -$711K – 236
2016
Q3 		$711K Buy
11,600
+4,300
+59% +$267K 0.47% 73
2016
Q2 		$462K Hold
7,300
– – 0.32% 89
2016
Q1 		$484K Buy
+7,300
New +$462K 0.32% 94

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
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

Rational Advisors's DRI Position: Q2 2023 in Review

Rational Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 5,446 shares — an estimated $845K sold.

Rational Advisors first reported a position in DRI in Q1 2016 and held it in 21 quarters. The position peaked at $2.93M in Q1 2019. 856 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Rational Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Rational Advisors sold 5,446 Darden Restaurants shares in Q2 2023, an estimated $845K.
  • Rational Advisors first reported a position in Darden Restaurants in Q1 2016 and held it in 21 quarters.
  • Rational Advisors's Darden Restaurants position peaked at $2.93M in Q1 2019.
  • 856 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Rational Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.