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Welch & Forbes’s Darden Restaurants DRI Stock Holding History

Welch & Forbes’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
-2,557
Closed -$427K – 370
2023
Q2 		$427K Buy
+2,557
New +$402K 0.01% 299

Other funds holding DRI

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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

Welch & Forbes's DRI Position: Q3 2023 in Review

Welch & Forbes sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 2,557 shares — an estimated $427K sold.

Welch & Forbes first reported a position in DRI in Q2 2023 and held it in 1 quarter. The position peaked at $427K in Q2 2023. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Welch & Forbes reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • Welch & Forbes sold 2,557 Darden Restaurants shares in Q3 2023, an estimated $427K.
  • Welch & Forbes first reported a position in Darden Restaurants in Q2 2023 and held it in 1 quarter.
  • Welch & Forbes's Darden Restaurants position peaked at $427K in Q2 2023.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.