BMT Investment Advisors’s Darden Restaurants DRI Stock Holding History

BMT Investment 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
2020 Q1	$1.14M	Hold	20,842	–	–	0.71%	68
2019 Q4	$2.27M	Buy	20,842 +1,600	+8%	+$182K	1.05%	58
2019 Q3	$2.27M	Hold	19,242	–	–	1.16%	47
2019 Q2	$2.34M	Hold	19,242	–	–	1.23%	36
2019 Q1	$2.34M	Hold	19,242	–	–	1.28%	33
2018 Q4	$1.92M	Hold	19,242	–	–	1.22%	39
2018 Q3	$2.14M	Hold	19,242	–	–	1.23%	39
2018 Q2	$2.06M	Buy	19,242 +512	+3%	+$46.9K	1.31%	31
2018 Q1	$1.6M	Buy	18,730 +2,472	+15%	+$234K	1.08%	58
2017 Q4	$1.56M	Buy	16,258 +880	+6%	+$74.3K	1.13%	49
2017 Q3	$1.21M	Buy	+15,378	New	+$1.3M	1.12%	64

Other funds holding DRI

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BMT Investment Advisors's DRI Position: Q1 2020 in Review

BMT Investment Advisors held its Darden Restaurants (DRI) position steady in Q1 2020 at 20,842 shares worth $1.14M. The position accounts for 0.71% of the portfolio, ranked #68.

BMT Investment Advisors first reported a position in DRI in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.34M in Q2 2019. 623 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

BMT Investment Advisors held 20,842 shares of Darden Restaurants worth $1.14M as of Q1 2020.
BMT Investment Advisors left its Darden Restaurants share count unchanged in Q1 2020.
Darden Restaurants made up 0.71% of BMT Investment Advisors's portfolio in Q1 2020, its #68 holding.
BMT Investment Advisors first reported a position in Darden Restaurants in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Darden Restaurants position peaked at $2.34M in Q2 2019.
623 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.