TFS
DRI icon

Thoroughbred Financial Services’s Darden Restaurants DRI Stock Holding History

Thoroughbred Financial Services’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
Q4 		– Sell
-1,491
Closed -$213K – 606
2023
Q3 		$213K Buy
+1,491
New +$236K 0.02% 530
2021
Q4 		– Sell
-5,188
Closed -$785K – 341
2021
Q3 		$785K Sell
5,188
-149
-3% -$21.9K 0.19% 122
2021
Q2 		$779K Buy
5,337
+50
+0.9% +$7.04K 0.2% 127
2021
Q1 		$750K Buy
5,287
+342
+7% +$45K 0.21% 121
2020
Q4 		$589K Buy
4,945
+553
+13% +$59.2K 0.18% 132
2020
Q3 		$442K Buy
+4,392
New +$365K 0.17% 137

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thoroughbred Financial Services's DRI Position: Q4 2023 in Review

Thoroughbred Financial Services sold out of Darden Restaurants (DRI) in Q4 2023, closing a stake of 1,491 shares — an estimated $213K sold.

Thoroughbred Financial Services first reported a position in DRI in Q3 2020 and held it in 6 quarters. The position peaked at $785K in Q3 2021. 909 funds tracked by Wall St. Rank hold DRI as of Q4 2023.

  • Thoroughbred Financial Services reported no remaining Darden Restaurants position as of Q4 2023 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,491 Darden Restaurants shares in Q4 2023, an estimated $213K.
  • Thoroughbred Financial Services first reported a position in Darden Restaurants in Q3 2020 and held it in 6 quarters.
  • Thoroughbred Financial Services's Darden Restaurants position peaked at $785K in Q3 2021.
  • 909 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2023.

Based on Thoroughbred Financial Services's 13F filing for Q4 2023, filed 9 Feb 2024.