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Atticus Wealth Management’s Darden Restaurants DRI Stock Holding History

Atticus 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
2021
Q1 		– Sell
-28
Closed -$3K – 347
2020
Q4 		$3K Hold
28
– – ﹤0.01% 310
2020
Q3 		$3K Hold
28
– – ﹤0.01% 287
2020
Q2 		$2K Hold
28
– – ﹤0.01% 280
2020
Q1 		$2K Sell
28
-54
-66% -$5.25K ﹤0.01% 272
2019
Q4 		$9K Buy
+82
New +$9.31K 0.01% 254

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BlackRock
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Capital World Investors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atticus Wealth Management's DRI Position: Q1 2021 in Review

Atticus Wealth Management sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 28 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in DRI in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • Atticus Wealth Management reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 28 Darden Restaurants shares in Q1 2021, an estimated $3K.
  • Atticus Wealth Management first reported a position in Darden Restaurants in Q4 2019 and held it in 5 quarters.
  • Atticus Wealth Management's Darden Restaurants position peaked at $9K in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on Atticus Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.