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Aspen Investment Management’s Darden Restaurants DRI Stock Holding History

Aspen Investment 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
2014
Q2 		– Sell
-4,648
Closed -$211K – 137
2014
Q1 		$211K Hold
4,648
– – 0.13% 119
2013
Q4 		$226K Buy
+4,648
New +$215K 0.15% 117
2013
Q3 		– Sell
-4,648
Closed -$210K – 112
2013
Q2 		$210K Buy
+4,648
New +$215K 0.14% 107

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SV
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Aspen Investment Management's DRI Position: Q2 2014 in Review

Aspen Investment Management sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 4,648 shares — an estimated $211K sold.

Aspen Investment Management first reported a position in DRI in Q2 2013 and held it in 3 quarters. The position peaked at $226K in Q4 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • Aspen Investment Management reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • Aspen Investment Management sold 4,648 Darden Restaurants shares in Q2 2014, an estimated $211K.
  • Aspen Investment Management first reported a position in Darden Restaurants in Q2 2013 and held it in 3 quarters.
  • Aspen Investment Management's Darden Restaurants position peaked at $226K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on Aspen Investment Management's 13F filing for Q2 2014, filed 11 Aug 2014.