Red Door Wealth Management’s Darden Restaurants DRI Stock Holding History

Red Door Wealth Management’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 Q3	–	Sell	-2,487	Closed	-$416K	–	187
2023 Q2	$416K	Buy	+2,487	New	+$391K	0.09%	143
2021 Q3	–	Sell	-150	Closed	-$21K	–	281
2021 Q2	$21K	Buy	+150	New	+$21.1K	0.01%	350
2020 Q3	–	Sell	-180	Closed	-$13K	–	191
2020 Q2	$13K	Buy	+180	New	+$12.8K	0.01%	295

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 $3.38T AUM 44.17% 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

Red Door Wealth Management's DRI Position: Q3 2023 in Review

Red Door Wealth Management sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 2,487 shares — an estimated $416K sold.

Red Door Wealth Management first reported a position in DRI in Q2 2020 and held it in 3 quarters. The position peaked at $416K in Q2 2023. 850 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

Red Door Wealth Management reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
Red Door Wealth Management sold 2,487 Darden Restaurants shares in Q3 2023, an estimated $416K.
Red Door Wealth Management first reported a position in Darden Restaurants in Q2 2020 and held it in 3 quarters.
Red Door Wealth Management's Darden Restaurants position peaked at $416K in Q2 2023.
850 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Red Door Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.