Stonebridge Financial Planning Group’s Darden Restaurants DRI Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-200	Closed	-$28K	–	171
2021 Q4	$28K	Hold	200	–	–	0.01%	269
2021 Q3	$29K	Hold	200	–	–	0.01%	267
2021 Q2	$30K	Hold	200	–	–	0.02%	261
2021 Q1	$29K	Sell	200 -1,000	-83%	-$132K	0.02%	261
2020 Q4	$143K	Hold	1,200	–	–	0.09%	119
2020 Q3	$119K	Hold	1,200	–	–	0.09%	121
2020 Q2	$90K	Hold	1,200	–	–	0.08%	139
2020 Q1	$76K	Sell	1,200 -600	-33%	-$58.4K	0.08%	141
2019 Q4	$196K	Buy	+1,800	New	+$204K	0.18%	89

Other funds holding DRI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Planning Group's DRI Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Darden Restaurants (DRI) in Q1 2022, closing a stake of 200 shares — an estimated $28K sold.

Stonebridge Financial Planning Group first reported a position in DRI in Q4 2019 and held it in 9 quarters. The position peaked at $196K in Q4 2019. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Darden Restaurants position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 200 Darden Restaurants shares in Q1 2022, an estimated $28K.
Stonebridge Financial Planning Group first reported a position in Darden Restaurants in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Darden Restaurants position peaked at $196K in Q4 2019.
748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.