Emerson Investment Management’s Darden Restaurants DRI Stock Holding History

Emerson 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
2015 Q1	–	Sell	-119,583	Closed	-$6.27M	–	149
2014 Q4	$6.27M	Sell	119,583 -6,359	-5%	-$308K	1.22%	28
2014 Q3	$5.79M	Sell	125,942 -15,377	-11%	-$650K	1.14%	28
2014 Q2	$5.84M	Sell	141,319 -112	-0.1%	-$4.96K	1.15%	31
2014 Q1	$6.42M	Buy	141,431 +834	+0.6%	+$37.3K	1.32%	25
2013 Q4	$6.83M	Sell	140,597 -3,631	-3%	-$168K	1.44%	23
2013 Q3	$5.97M	Sell	144,228 -1,761	-1%	-$76.5K	1.34%	26
2013 Q2	$6.59M	Buy	+145,989	New	+$6.75M	1.53%	23

Other funds holding DRI

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerson Investment Management's DRI Position: Q1 2015 in Review

Emerson Investment Management sold out of Darden Restaurants (DRI) in Q1 2015, closing a stake of 119,583 shares — an estimated $6.27M sold.

Emerson Investment Management first reported a position in DRI in Q2 2013 and held it in 7 quarters. The position peaked at $6.83M in Q4 2013. 526 funds tracked by Wall St. Rank hold DRI as of Q1 2015.

Emerson Investment Management reported no remaining Darden Restaurants position as of Q1 2015 after selling out during the quarter.
Emerson Investment Management sold 119,583 Darden Restaurants shares in Q1 2015, an estimated $6.27M.
Emerson Investment Management first reported a position in Darden Restaurants in Q2 2013 and held it in 7 quarters.
Emerson Investment Management's Darden Restaurants position peaked at $6.83M in Q4 2013.
526 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2015.

Based on Emerson Investment Management's 13F filing for Q1 2015, filed 14 May 2015.