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Steward Financial Group’s Darden Restaurants DRI Stock Holding History

Steward 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
Q3 		$8K Sell
62
-4
-6% -$634 ﹤0.01% 436
2023
Q2 		$11K Buy
+66
New +$10.4K ﹤0.01% 347
2022
Q3 		– Sell
-14
Closed -$1K – 432
2022
Q2 		$1K Buy
+14
New +$1.75K ﹤0.01% 716

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

Steward Financial Group's DRI Position: Q3 2023 in Review

Steward Financial Group reduced its Darden Restaurants (DRI) stake by 6.1% in Q3 2023, selling an estimated $634 and leaving 62 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Steward Financial Group first reported a position in DRI in Q2 2022 and has held it in 3 quarters since. The position peaked at $11K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Steward Financial Group held 62 shares of Darden Restaurants worth $8K as of Q3 2023.
  • Steward Financial Group sold 4 Darden Restaurants shares in Q3 2023, an estimated $634.
  • Darden Restaurants made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #436 holding.
  • Steward Financial Group first reported a position in Darden Restaurants in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Darden Restaurants position peaked at $11K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.