TLA
DRI icon

Tanglewood Legacy Advisors’s Darden Restaurants DRI Stock Holding History

Tanglewood Legacy Advisors’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
-159
Closed -$24.7K – 285
2023
Q1 		$24.7K Hold
159
– – 0.02% 192
2022
Q4 		$22K Buy
+159
New +$22.2K 0.02% 178

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

Tanglewood Legacy Advisors's DRI Position: Q2 2023 in Review

Tanglewood Legacy Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 159 shares — an estimated $24.7K sold.

Tanglewood Legacy Advisors first reported a position in DRI in Q4 2022 and held it in 2 quarters. The position peaked at $24.7K in Q1 2023. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Tanglewood Legacy Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 159 Darden Restaurants shares in Q2 2023, an estimated $24.7K.
  • Tanglewood Legacy Advisors first reported a position in Darden Restaurants in Q4 2022 and held it in 2 quarters.
  • Tanglewood Legacy Advisors's Darden Restaurants position peaked at $24.7K in Q1 2023.
  • 854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.