Westshore Wealth’s Darden Restaurants DRI Stock Holding History

Westshore Wealth’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 Q1	–	Sell	-2,500	Closed	-$346K	–	112
2022 Q4	$346K	Hold	2,500	–	–	0.2%	61
2022 Q3	$316K	Buy	+2,500	New	+$312K	0.22%	53
2022 Q2	–	Sell	-3,100	Closed	-$412K	–	101
2022 Q1	$412K	Buy	3,100 +1,500	+94%	+$207K	0.28%	46
2021 Q4	$241K	Buy	+1,600	New	+$237K	0.17%	73
2021 Q3	–	Sell	-7,452	Closed	-$1.09M	–	95
2021 Q2	$1.09M	Hold	7,452	–	–	0.56%	32
2021 Q1	$1.06M	Buy	+7,452	New	+$981K	0.6%	29

Other funds holding DRI

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westshore Wealth's DRI Position: Q1 2023 in Review

Westshore Wealth sold out of Darden Restaurants (DRI) in Q1 2023, closing a stake of 2,500 shares — an estimated $346K sold.

Westshore Wealth first reported a position in DRI in Q1 2021 and held it in 6 quarters. The position peaked at $1.09M in Q2 2021. 840 funds tracked by Wall St. Rank hold DRI as of Q1 2023.

Westshore Wealth reported no remaining Darden Restaurants position as of Q1 2023 after selling out during the quarter.
Westshore Wealth sold 2,500 Darden Restaurants shares in Q1 2023, an estimated $346K.
Westshore Wealth first reported a position in Darden Restaurants in Q1 2021 and held it in 6 quarters.
Westshore Wealth's Darden Restaurants position peaked at $1.09M in Q2 2021.
840 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2023.

Based on Westshore Wealth's 13F filing for Q1 2023, filed 12 May 2023.