Xcel Wealth Management’s Darden Restaurants DRI Stock Holding History

Xcel Wealth 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	-1,600	Closed	-$202K	–	130
2022 Q3	$202K	Buy	+1,600	New	+$200K	0.08%	115
2022 Q2	–	Sell	-2,670	Closed	-$355K	–	128
2022 Q1	$355K	Sell	2,670 -920	-26%	-$127K	0.1%	112
2021 Q4	$541K	Sell	3,590 -2,000	-36%	-$296K	0.14%	99
2021 Q3	$847K	Sell	5,590 -400	-7%	-$58.8K	0.25%	71
2021 Q2	$874K	Sell	5,990 -6,375	-52%	-$897K	0.26%	71
2021 Q1	$1.76M	Sell	12,365 -260	-2%	-$34.2K	0.63%	41
2020 Q4	$1.5M	Hold	12,625	–	–	0.65%	40
2020 Q3	$1.27M	Sell	12,625 -702	-5%	-$58.3K	0.65%	39
2020 Q2	$1.01M	Sell	13,327 -1,898	-12%	-$135K	0.63%	39
2020 Q1	$829K	Buy	+15,225	New	+$1.48M	0.75%	39

Other funds holding DRI

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Xcel Wealth Management's DRI Position: Q4 2022 in Review

Xcel Wealth Management sold out of Darden Restaurants (DRI) in Q4 2022, closing a stake of 1,600 shares — an estimated $202K sold.

Xcel Wealth Management first reported a position in DRI in Q1 2020 and held it in 10 quarters. The position peaked at $1.76M in Q1 2021. 813 funds tracked by Wall St. Rank hold DRI as of Q4 2022.

Xcel Wealth Management reported no remaining Darden Restaurants position as of Q4 2022 after selling out during the quarter.
Xcel Wealth Management sold 1,600 Darden Restaurants shares in Q4 2022, an estimated $202K.
Xcel Wealth Management first reported a position in Darden Restaurants in Q1 2020 and held it in 10 quarters.
Xcel Wealth Management's Darden Restaurants position peaked at $1.76M in Q1 2021.
813 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2022.

Based on Xcel Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.