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Aperio Group’s Darden Restaurants DRI Stock Holding History

Aperio Group’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
Q4 		$11.6M Buy
97,017
+3,729
+4% +$399K 0.03% 493
2020
Q3 		$9.4M Buy
93,288
+3,785
+4% +$314K 0.03% 500
2020
Q2 		$6.78M Buy
89,503
+10,133
+13% +$719K 0.03% 605
2020
Q1 		$4.32M Sell
79,370
-78,413
-50% -$7.63M 0.02% 710
2019
Q4 		$17.2M Sell
157,783
-12,835
-8% -$1.46M 0.06% 343
2019
Q3 		$20.2M Buy
170,618
+6,465
+4% +$789K 0.08% 290
2019
Q2 		$20M Buy
164,153
+1,998
+1% +$238K 0.08% 280
2019
Q1 		$19.7M Buy
162,155
+4,087
+3% +$448K 0.09% 269
2018
Q4 		$15.8M Sell
158,068
-5,935
-4% -$635K 0.08% 277
2018
Q3 		$18.2M Buy
164,003
+4,128
+3% +$465K 0.08% 281
2018
Q2 		$17.1M Sell
159,875
-8,303
-5% -$760K 0.08% 278
2018
Q1 		$14.3M Sell
168,178
-11,243
-6% -$1.06M 0.07% 318
2017
Q4 		$17.2M Buy
179,421
+12,701
+8% +$1.07M 0.09% 273
2017
Q3 		$13.1M Buy
166,720
+22,114
+15% +$1.86M 0.07% 315
2017
Q2 		$13.1M Buy
144,606
+9,052
+7% +$791K 0.08% 298
2017
Q1 		$11.3M Buy
135,554
+10,448
+8% +$782K 0.08% 310
2016
Q4 		$9.1M Buy
125,106
+58,318
+87% +$4.05M 0.07% 331
2016
Q3 		$4.09M Buy
66,788
+13,503
+25% +$837K 0.03% 596
2016
Q2 		$3.38M Buy
53,285
+5,379
+11% +$352K 0.03% 641
2016
Q1 		$3.18M Buy
47,906
+10,988
+30% +$695K 0.03% 627
2015
Q4 		$2.35M Sell
36,918
-1,313
-3% -$76.3K 0.02% 695
2015
Q3 		$2.34M Buy
38,231
+940
+3% +$59.6K 0.02% 680
2015
Q2 		$2.37M Buy
37,291
+3,059
+9% +$181K 0.02% 661
2015
Q1 		$2.12M Buy
34,232
+1,997
+6% +$112K 0.02% 666
2014
Q4 		$1.69M Buy
32,235
+2,908
+10% +$141K 0.02% 701
2014
Q3 		$1.35M Sell
29,327
-369
-1% -$15.6K 0.02% 740
2014
Q2 		$1.23M Buy
29,696
+111
+0.4% +$4.92K 0.02% 766
2014
Q1 		$1.34M Buy
+29,585
New +$1.32M 0.02% 859
2013
Q4 		– Sell
-22,778
Closed -$1.05M – 746
2013
Q3 		$943K Buy
22,778
+3,189
+16% +$139K 0.02% 861
2013
Q2 		$884K Buy
+19,589
New +$905K 0.02% 809

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's DRI Position: Q4 2020 in Review

Aperio Group increased its Darden Restaurants (DRI) stake by 4% in Q4 2020, buying an estimated $399K and bringing the position to 97,017 shares worth $11.6M. The position accounts for 0.03% of the portfolio, ranked #493.

Aperio Group first reported a position in DRI in Q2 2013 and has held it in 30 quarters since. The position peaked at $20.2M in Q3 2019. 683 funds tracked by Wall St. Rank hold DRI as of Q4 2020.

  • Aperio Group held 97,017 shares of Darden Restaurants worth $11.6M as of Q4 2020.
  • Aperio Group bought 3,729 Darden Restaurants shares in Q4 2020, an estimated $399K.
  • Darden Restaurants made up 0.03% of Aperio Group's portfolio in Q4 2020, its #493 holding.
  • Aperio Group first reported a position in Darden Restaurants in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Darden Restaurants position peaked at $20.2M in Q3 2019.
  • 683 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.