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Sageworth Trust’s Darden Restaurants DRI Stock Holding History

Sageworth Trust’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
-55
Closed -$8.53K – 189
2023
Q1 		$8.53K Buy
+55
New +$8.14K ﹤0.01% 306
2019
Q2 		– Sell
-209
Closed -$25K – 204
2019
Q1 		$25K Buy
+209
New +$22.9K ﹤0.01% 129

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

Sageworth Trust's DRI Position: Q2 2023 in Review

Sageworth Trust sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 55 shares — an estimated $8.53K sold.

Sageworth Trust first reported a position in DRI in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Sageworth Trust reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 55 Darden Restaurants shares in Q2 2023, an estimated $8.53K.
  • Sageworth Trust first reported a position in Darden Restaurants in Q1 2019 and held it in 2 quarters.
  • Sageworth Trust's Darden Restaurants position peaked at $25K in Q1 2019.
  • 854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.