Simplicity Solutions’s Darden Restaurants DRI Stock Holding History

Simplicity Solutions’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 Q4	$596K	Sell	3,626 -63	-2%	-$9.54K	0.02%	608
2023 Q3	$528K	Sell	3,689 -22	-0.6%	-$3.49K	0.02%	588
2023 Q2	$620K	Buy	3,711 +442	+14%	+$69.4K	0.02%	601
2023 Q1	$507K	Buy	3,269 +1,513	+86%	+$224K	0.01%	692
2022 Q4	$243K	Buy	+1,756	New	+$245K	0.03%	551
2022 Q1	–	Sell	-2,884	Closed	-$434K	–	633
2021 Q4	$434K	Sell	2,884 -199	-6%	-$29.4K	0.05%	422
2021 Q3	$467K	Buy	3,083 +1,597	+107%	+$235K	0.07%	295
2021 Q2	$217K	Buy	+1,486	New	+$209K	0.04%	480
2020 Q4	–	Sell	-12,254	Closed	-$1.23M	–	940
2020 Q3	$1.23M	Sell	12,254 -2,376	-16%	-$197K	0.02%	434
2020 Q2	$1.11M	Buy	+14,630	New	+$1.04M	0.02%	445
2019 Q2	–	Sell	-2,625	Closed	-$319K	–	695
2019 Q1	$319K	Buy	2,625 +140	+6%	+$15.3K	0.02%	519
2018 Q4	$248K	Buy	+2,485	New	+$266K	0.03%	505

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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Simplicity Solutions's DRI Position: Q4 2023 in Review

Simplicity Solutions reduced its Darden Restaurants (DRI) stake by 1.7% in Q4 2023, selling an estimated $9.54K and leaving 3,626 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #608.

Simplicity Solutions first reported a position in DRI in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2020. 909 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

Simplicity Solutions held 3,626 shares of Darden Restaurants worth $596K as of Q4 2023.
Simplicity Solutions sold 63 Darden Restaurants shares in Q4 2023, an estimated $9.54K.
Darden Restaurants made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #608 holding.
Simplicity Solutions first reported a position in Darden Restaurants in Q4 2018 and has held it in 12 quarters since.
Simplicity Solutions's Darden Restaurants position peaked at $1.23M in Q3 2020.
909 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.