Altavista Wealth Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.6M | Sell |
10,617
-70
| -0.7% | -$10.3K | 0.32% | 58 |
|
|
2021
Q3 | $1.62M | Hold |
10,687
| – | – | 0.36% | 57 |
|
|
2021
Q2 | $1.56M | Sell |
10,687
-200
| -2% | -$28.1K | 0.34% | 59 |
|
|
2021
Q1 | $1.55M | Sell |
10,887
-750
| -6% | -$98.7K | 0.38% | 57 |
|
|
2020
Q4 | $1.39M | Sell |
11,637
-135
| -1% | -$14.5K | 0.35% | 57 |
|
|
2020
Q3 | $1.19M | Sell |
11,772
-2,000
| -15% | -$166K | 0.33% | 61 |
|
|
2020
Q2 | $1.04M | Sell |
13,772
-3
| -0% | -$213 | 0.3% | 63 |
|
|
2020
Q1 | $750K | Sell |
13,775
-8,656
| -39% | -$842K | 0.26% | 71 |
|
|
2019
Q4 | $2.44M | Hold |
22,431
| – | – | 0.73% | 36 |
|
|
2019
Q3 | $2.65M | Buy |
22,431
+2,442
| +12% | +$298K | 0.82% | 36 |
|
|
2019
Q2 | $2.43M | Sell |
19,989
-24
| -0.1% | -$2.86K | 0.78% | 37 |
|
|
2019
Q1 | $2.43M | Sell |
20,013
-2,400
| -11% | -$263K | 0.86% | 36 |
|
|
2018
Q4 | $2.24M | Hold |
22,413
| – | – | 0.91% | 36 |
|
|
2018
Q3 | $2.49M | Buy |
22,413
+100
| +0.4% | +$11.3K | 0.93% | 37 |
|
|
2018
Q2 | $2.39M | Sell |
22,313
-500
| -2% | -$45.8K | 0.96% | 32 |
|
|
2018
Q1 | $1.95M | Buy |
22,813
+954
| +4% | +$90.3K | 0.82% | 39 |
|
|
2017
Q4 | $2.1M | Sell |
21,859
-1,200
| -5% | -$101K | 0.89% | 36 |
|
|
2017
Q3 | $1.82M | Sell |
23,059
-2,060
| -8% | -$174K | 0.86% | 39 |
|
|
2017
Q2 | $2.27M | Sell |
25,119
-16,553
| -40% | -$1.45M | 1.13% | 32 |
|
|
2017
Q1 | $3.49M | Buy |
41,672
+13,323
| +47% | +$998K | 1.74% | 22 |
|
|
2016
Q4 | $2.06M | Sell |
28,349
-2,138
| -7% | -$149K | 1.12% | 32 |
|
|
2016
Q3 | $1.87M | Hold |
30,487
| – | – | 1.02% | 34 |
|
|
2016
Q2 | $1.93M | Hold |
30,487
| – | – | 1.06% | 36 |
|
|
2016
Q1 | $2.02M | Buy |
30,487
+18,307
| +150% | +$1.16M | 1.14% | 33 |
|
|
2015
Q4 | $775K | Sell |
12,180
-1,138
| -9% | -$66.1K | 0.46% | 53 |
|
|
2015
Q3 | $816K | Hold |
13,318
| – | – | 0.54% | 46 |
|
|
2015
Q2 | $846K | Hold |
13,318
| – | – | 0.52% | 49 |
|
|
2015
Q1 | $825K | Hold |
13,318
| – | – | 0.51% | 53 |
|
|
2014
Q4 | $695K | Buy |
13,318
+336
| +3% | +$16.3K | 0.43% | 56 |
|
|
2014
Q3 | $597K | Sell |
12,982
-2,243
| -15% | -$94.7K | 0.38% | 62 |
|
|
2014
Q2 | $630K | Sell |
15,225
-1,494
| -9% | -$66.2K | 0.39% | 60 |
|
|
2014
Q1 | $759K | Sell |
16,719
-979
| -6% | -$43.8K | 0.46% | 64 |
|
|
2013
Q4 | $860K | Sell |
17,698
-1,650
| -9% | -$76.3K | 0.52% | 60 |
|
|
2013
Q3 | $801K | Sell |
19,348
-531
| -3% | -$23.1K | 0.52% | 62 |
|
|
2013
Q2 | $897K | Buy |
+19,879
| New | +$919K | 0.6% | 50 |
|
Other funds holding DRI
Altavista Wealth Management's DRI Position: Q4 2021 in Review
Altavista Wealth Management reduced its Darden Restaurants (DRI) stake by 0.66% in Q4 2021, selling an estimated $10.3K and leaving 10,617 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #58.
Altavista Wealth Management first reported a position in DRI in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.49M in Q1 2017. 797 funds tracked by Wall St. Rank hold DRI as of Q4 2021.
- Altavista Wealth Management held 10,617 shares of Darden Restaurants worth $1.6M as of Q4 2021.
- Altavista Wealth Management sold 70 Darden Restaurants shares in Q4 2021, an estimated $10.3K.
- Darden Restaurants made up 0.32% of Altavista Wealth Management's portfolio in Q4 2021, its #58 holding.
- Altavista Wealth Management first reported a position in Darden Restaurants in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's Darden Restaurants position peaked at $3.49M in Q1 2017.
- 797 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.