Aris Wealth Services’s Darden Restaurants DRI Stock Holding History

Aris Wealth Services’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
2015 Q3	$14K	Sell	229 -12,874	-98%	-$817K	0.03%	191
2015 Q2	$832K	Buy	13,103 +719	+6%	+$42.5K	0.76%	40
2015 Q1	$768K	Buy	12,384 +940	+8%	+$52.6K	0.72%	48
2014 Q4	$600K	Buy	11,444 +486	+4%	+$23.6K	0.67%	55
2014 Q3	$504K	Buy	10,958 +1,056	+11%	+$44.6K	0.63%	68
2014 Q2	$410K	Buy	9,902 +545	+6%	+$24.1K	0.54%	73
2014 Q1	$425K	Buy	9,357 +646	+7%	+$28.9K	0.62%	64
2013 Q4	$423K	Buy	8,711 +673	+8%	+$31.1K	0.71%	52
2013 Q3	$333K	Buy	8,038 +919	+13%	+$39.9K	0.61%	63
2013 Q2	$321K	Buy	+7,119	New	+$329K	0.69%	54

Other funds holding DRI

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Aris Wealth Services's DRI Position: Q3 2015 in Review

Aris Wealth Services reduced its Darden Restaurants (DRI) stake by 98% in Q3 2015, selling an estimated $817K and leaving 229 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #191.

Aris Wealth Services first reported a position in DRI in Q2 2013 and has held it in 10 quarters since. The position peaked at $832K in Q2 2015. 548 funds tracked by Wall St. Rank hold DRI as of Q3 2015.

Aris Wealth Services held 229 shares of Darden Restaurants worth $14K as of Q3 2015.
Aris Wealth Services sold 12,874 Darden Restaurants shares in Q3 2015, an estimated $817K.
Darden Restaurants made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #191 holding.
Aris Wealth Services first reported a position in Darden Restaurants in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Darden Restaurants position peaked at $832K in Q2 2015.
548 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.