TD Ameritrade Investment Management’s Darden Restaurants DRI Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-899	Closed	-$150K	–	121
2023 Q2	$150K	Buy	899 +695	+341%	+$109K	﹤0.01%	189
2023 Q1	$32K	Buy	204 +82	+67%	+$12.1K	﹤0.01%	267
2022 Q4	$17K	Sell	122 -52	-30%	-$7.25K	﹤0.01%	337
2022 Q3	$22K	Buy	174 +28	+19%	+$3.5K	﹤0.01%	330
2022 Q2	$16K	Buy	146 +5	+4%	+$624	﹤0.01%	392
2022 Q1	$19K	Sell	141 -9	-6%	-$1.24K	﹤0.01%	422
2021 Q4	$23K	Buy	+150	New	+$22.2K	﹤0.01%	402
2021 Q3	–	Sell	-29	Closed	-$4K	–	657
2021 Q2	$4K	Buy	29 +14	+93%	+$1.97K	﹤0.01%	541
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	579
2020 Q4	$2K	Buy	+15	New	+$1.61K	﹤0.01%	579
2019 Q3	–	Sell	-1	Closed	–	–	648
2019 Q2	$0	Hold	1	–	–	﹤0.01%	648
2019 Q1	$0	Hold	1	–	–	﹤0.01%	586
2018 Q4	$0	Hold	1	–	–	﹤0.01%	589
2018 Q3	$0	Sell	1 -10	-91%	-$1.13K	﹤0.01%	575
2018 Q2	$1K	Buy	+11	New	+$1.01K	﹤0.01%	415

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

TD Ameritrade Investment Management's DRI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 899 shares — an estimated $150K sold.

TD Ameritrade Investment Management first reported a position in DRI in Q2 2018 and held it in 15 quarters. The position peaked at $150K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 899 Darden Restaurants shares in Q3 2023, an estimated $150K.
TD Ameritrade Investment Management first reported a position in Darden Restaurants in Q2 2018 and held it in 15 quarters.
TD Ameritrade Investment Management's Darden Restaurants position peaked at $150K in Q2 2023.
848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.