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Calvert Investment Management’s Darden Restaurants DRI Stock Holding History

Calvert 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
2017
Q1 		– Sell
-115,946
Closed -$8.43M – 181
2016
Q4 		$8.43M Sell
115,946
-2,196
-2% -$153K 0.32% 90
2016
Q3 		$7.24M Sell
118,142
-13,021
-10% -$807K 0.27% 111
2016
Q2 		$8.31M Buy
131,163
+20,932
+19% +$1.37M 0.33% 94
2016
Q1 		$7.31M Buy
110,231
+104,174
+1,720% +$6.59M 0.32% 79
2015
Q4 		$385K Buy
+6,057
New +$352K 0.02% 513
2015
Q2 		– Sell
-5,926
Closed -$367K – 644
2015
Q1 		$367K Buy
5,926
+429
+8% +$24K 0.02% 443
2014
Q4 		$288K Sell
5,497
-9,782
-64% -$474K 0.02% 473
2014
Q3 		$703K Buy
15,279
+5,150
+51% +$218K 0.05% 255
2014
Q2 		$419K Buy
+10,129
New +$449K 0.03% 258

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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Calvert Investment Management's DRI Position: Q1 2017 in Review

Calvert Investment Management sold out of Darden Restaurants (DRI) in Q1 2017, closing a stake of 115,946 shares — an estimated $8.43M sold.

Calvert Investment Management first reported a position in DRI in Q2 2014 and held it in 9 quarters. The position peaked at $8.43M in Q4 2016. 581 funds tracked by Wall St. Rank hold DRI as of Q1 2017.

  • Calvert Investment Management reported no remaining Darden Restaurants position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 115,946 Darden Restaurants shares in Q1 2017, an estimated $8.43M.
  • Calvert Investment Management first reported a position in Darden Restaurants in Q2 2014 and held it in 9 quarters.
  • Calvert Investment Management's Darden Restaurants position peaked at $8.43M in Q4 2016.
  • 581 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.