TrueWealth LLC’s Darden Restaurants DRI Stock Holding History

TrueWealth LLC’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
2020 Q2	$5K	Sell	66 -9	-12%	-$638	﹤0.01%	559
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	575
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	490
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	465
2019 Q2	$9K	Hold	75	–	–	﹤0.01%	467
2019 Q1	$9K	Hold	75	–	–	﹤0.01%	472
2018 Q4	$7K	Hold	75	–	–	﹤0.01%	484
2018 Q3	$8K	Hold	75	–	–	﹤0.01%	525
2018 Q2	$8K	Hold	75	–	–	﹤0.01%	525
2018 Q1	$6K	Hold	75	–	–	﹤0.01%	532
2017 Q4	$7K	Buy	+75	New	+$6.33K	﹤0.01%	576

Other funds holding DRI

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TrueWealth LLC's DRI Position: Q2 2020 in Review

TrueWealth LLC reduced its Darden Restaurants (DRI) stake by 12% in Q2 2020, selling an estimated $638 and leaving 66 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

TrueWealth LLC first reported a position in DRI in Q4 2017 and has held it in 11 quarters since. The position peaked at $9K in Q3 2019. 635 funds tracked by Wall St. Rank hold DRI as of Q2 2020.

TrueWealth LLC held 66 shares of Darden Restaurants worth $5K as of Q2 2020.
TrueWealth LLC sold 9 Darden Restaurants shares in Q2 2020, an estimated $638.
Darden Restaurants made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #559 holding.
TrueWealth LLC first reported a position in Darden Restaurants in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Darden Restaurants position peaked at $9K in Q3 2019.
635 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.