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Donaldson Capital Management’s Darden Restaurants DRI Stock Holding History

Donaldson Capital 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
2021
Q3 		– Sell
-4,257
Closed -$622K – 264
2021
Q2 		$622K Sell
4,257
-444
-9% -$62.5K 0.03% 148
2021
Q1 		$668K Buy
4,701
+99
+2% +$13K 0.04% 138
2020
Q4 		$548K Buy
+4,602
New +$493K 0.03% 150

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Donaldson Capital Management's DRI Position: Q3 2021 in Review

Donaldson Capital Management sold out of Darden Restaurants (DRI) in Q3 2021, closing a stake of 4,257 shares — an estimated $622K sold.

Donaldson Capital Management first reported a position in DRI in Q4 2020 and held it in 3 quarters. The position peaked at $668K in Q1 2021. 750 funds tracked by Wall St. Rank hold DRI as of Q3 2021.

  • Donaldson Capital Management reported no remaining Darden Restaurants position as of Q3 2021 after selling out during the quarter.
  • Donaldson Capital Management sold 4,257 Darden Restaurants shares in Q3 2021, an estimated $622K.
  • Donaldson Capital Management first reported a position in Darden Restaurants in Q4 2020 and held it in 3 quarters.
  • Donaldson Capital Management's Darden Restaurants position peaked at $668K in Q1 2021.
  • 750 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2021.

Based on Donaldson Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.