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CSat Investment Advisory’s Darden Restaurants DRI Stock Holding History

CSat Investment Advisory’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 		$42K Sell
298
-55
-16% -$7.24K 0.04% 233
2020
Q4 		$42K Sell
353
-407
-54% -$43.6K 0.04% 180
2020
Q3 		$77K Sell
760
-6,540
-90% -$543K 0.01% 560
2020
Q2 		$553K Buy
7,300
+3,941
+117% +$280K 0.07% 170
2020
Q1 		$183K Sell
3,359
-104
-3% -$10.1K 0.04% 252
2019
Q4 		$378K Buy
3,463
+75
+2% +$8.51K 0.1% 181
2019
Q3 		$401K Buy
3,388
+275
+9% +$33.5K 0.13% 152
2019
Q2 		$379K Sell
3,113
-545
-15% -$64.9K 0.13% 116
2019
Q1 		$444K Sell
3,658
-84
-2% -$9.21K 0.22% 83
2018
Q4 		$374K Sell
3,742
-566
-13% -$60.5K 0.22% 84
2018
Q3 		$479K Buy
4,308
+598
+16% +$67.4K 0.27% 87
2018
Q2 		$397K Buy
+3,710
New +$340K 0.21% 94
2014
Q2 		– Sell
-121,911
Closed -$5.53M – 27
2014
Q1 		$5.53M Sell
121,911
-52,923
-30% -$2.37M 2.83% 23
2013
Q4 		$8.5M Sell
174,834
-138,013
-44% -$6.39M 3.36% 21
2013
Q3 		$12.9M Buy
312,847
+80,220
+34% +$3.48M 3.72% 18
2013
Q2 		$10.5M Buy
+232,627
New +$10.8M 3.74% 16

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's DRI Position: Q1 2021 in Review

CSat Investment Advisory reduced its Darden Restaurants (DRI) stake by 16% in Q1 2021, selling an estimated $7.24K and leaving 298 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #233.

CSat Investment Advisory first reported a position in DRI in Q2 2013 and has held it in 16 quarters since. The position peaked at $12.9M in Q3 2013. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • CSat Investment Advisory held 298 shares of Darden Restaurants worth $42K as of Q1 2021.
  • CSat Investment Advisory sold 55 Darden Restaurants shares in Q1 2021, an estimated $7.24K.
  • Darden Restaurants made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #233 holding.
  • CSat Investment Advisory first reported a position in Darden Restaurants in Q2 2013 and has held it in 16 quarters since.
  • CSat Investment Advisory's Darden Restaurants position peaked at $12.9M in Q3 2013.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.