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Bruderman Asset Management’s Darden Restaurants DRI Stock Holding History

Bruderman Asset 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
2019
Q3 		– Sell
-1,896
Closed -$231K – 120
2019
Q2 		$231K Sell
1,896
-528
-22% -$62.8K 0.05% 103
2019
Q1 		$294K Sell
2,424
-433
-15% -$47.5K 0.06% 113
2018
Q4 		$285K Buy
2,857
+542
+23% +$58K 0.07% 105
2018
Q3 		$257K Sell
2,315
-118
-5% -$13.3K 0.06% 104
2018
Q2 		$261K Buy
2,433
+9
+0.4% +$824 0.06% 109
2018
Q1 		$207K Buy
2,424
+9
+0.4% +$852 0.05% 122
2017
Q4 		$232K Sell
2,415
-128
-5% -$10.8K 0.06% 112
2017
Q3 		$200K Buy
2,543
+11
+0.4% +$927 0.05% 119
2017
Q2 		$229K Buy
2,532
+10
+0.4% +$874 0.06% 111
2017
Q1 		$211K Sell
2,522
-298
-11% -$22.3K 0.06% 107
2016
Q4 		$205K Sell
2,820
-584
-17% -$40.6K 0.06% 108
2016
Q3 		$209K Buy
3,404
+17
+0.5% +$1.05K 0.06% 118
2016
Q2 		$215K Buy
3,387
+13
+0.4% +$850 0.07% 117
2016
Q1 		$224K Sell
3,374
-290
-8% -$18.4K 0.08% 110
2015
Q4 		$233K Buy
3,664
+110
+3% +$6.39K 0.09% 110
2015
Q3 		$218K Sell
3,554
-26,267
-88% -$1.67M 0.09% 102
2015
Q2 		$1.9M Sell
29,821
-30,102
-50% -$1.78M 0.73% 35
2015
Q1 		$3.71M Buy
+59,923
New +$3.35M 1.45% 19

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bruderman Asset Management's DRI Position: Q3 2019 in Review

Bruderman Asset Management sold out of Darden Restaurants (DRI) in Q3 2019, closing a stake of 1,896 shares — an estimated $231K sold.

Bruderman Asset Management first reported a position in DRI in Q1 2015 and held it in 18 quarters. The position peaked at $3.71M in Q1 2015. 712 funds tracked by Wall St. Rank hold DRI as of Q3 2019.

  • Bruderman Asset Management reported no remaining Darden Restaurants position as of Q3 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,896 Darden Restaurants shares in Q3 2019, an estimated $231K.
  • Bruderman Asset Management first reported a position in Darden Restaurants in Q1 2015 and held it in 18 quarters.
  • Bruderman Asset Management's Darden Restaurants position peaked at $3.71M in Q1 2015.
  • 712 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2019.

Based on Bruderman Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.