Berman Capital Advisors’s Darden Restaurants DRI Stock Holding History

Berman Capital Advisors’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 Q3	$91K	Buy	605 +118	+24%	+$17.3K	0.01%	468
2021 Q2	$71K	Buy	487 +81	+20%	+$11.4K	0.01%	463
2021 Q1	$57K	Buy	406 +145	+56%	+$19.1K	0.01%	435
2020 Q4	$30K	Buy	261 +6	+2%	+$643	0.01%	554
2020 Q3	$25K	Buy	255 +8	+3%	+$665	0.01%	519
2020 Q2	$18K	Buy	247 +79	+47%	+$5.6K	﹤0.01%	574
2020 Q1	$9K	Buy	168 +76	+83%	+$7.39K	﹤0.01%	688
2019 Q4	$10K	Buy	92 +1	+1%	+$114	﹤0.01%	737
2019 Q3	$10K	Sell	91 -3	-3%	-$366	﹤0.01%	705
2019 Q2	$11K	Buy	94 +75	+395%	+$8.93K	﹤0.01%	686
2019 Q1	$2K	Hold	19	–	–	﹤0.01%	1076
2018 Q4	$0	Buy	+19	New	+$2.03K	﹤0.01%	1154

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's DRI Position: Q3 2021 in Review

Berman Capital Advisors increased its Darden Restaurants (DRI) stake by 24% in Q3 2021, buying an estimated $17.3K and bringing the position to 605 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #468.

Berman Capital Advisors first reported a position in DRI in Q4 2018 and has held it in 12 quarters since. 749 funds tracked by Wall St. Rank hold DRI as of Q3 2021.

Berman Capital Advisors held 605 shares of Darden Restaurants worth $91K as of Q3 2021.
Berman Capital Advisors bought 118 Darden Restaurants shares in Q3 2021, an estimated $17.3K.
Darden Restaurants made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #468 holding.
Berman Capital Advisors first reported a position in Darden Restaurants in Q4 2018 and has held it in 12 quarters since.
749 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.