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Tevis Investment Management’s Darden Restaurants DRI Stock Holding History

Tevis 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
2022
Q4 		– Sell
-266
Closed -$34K – 105
2022
Q3 		$34K Buy
266
+3
+1% +$375 0.03% 212
2022
Q2 		$30K Buy
263
+2
+0.8% +$250 0.03% 230
2022
Q1 		$35K Buy
261
+2
+0.8% +$276 0.03% 227
2021
Q4 		$39K Buy
+259
New +$38.3K 0.03% 233

Other funds holding DRI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tevis Investment Management's DRI Position: Q4 2022 in Review

Tevis Investment Management sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 266 shares — an estimated $34K sold.

Tevis Investment Management first reported a position in DRI in Q4 2021 and held it in 4 quarters. The position peaked at $39K in Q4 2021. 812 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

  • Tevis Investment Management reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 266 Darden Restaurants shares in Q4 2022, an estimated $34K.
  • Tevis Investment Management first reported a position in Darden Restaurants in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Darden Restaurants position peaked at $39K in Q4 2021.
  • 812 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.