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EverPoint Asset Management’s Darden Restaurants DRI Stock Holding History

EverPoint 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
2016
Q4 		– Sell
-100,000
Closed -$6.13M – 437
2016
Q3 		$6.13M Buy
+100,000
New +$6.2M 0.11% 213
2015
Q4 		– Sell
-50,341
Closed -$3.08M – 480
2015
Q3 		$3.08M Buy
+50,341
New +$3.19M 0.08% 279

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

EverPoint Asset Management's DRI Position: Q4 2016 in Review

EverPoint Asset Management sold out of Darden Restaurants (DRI) in Q4 2016, closing a stake of 76,808 shares — an estimated $4.71M sold.

EverPoint Asset Management first reported a position in DRI in Q2 2016 and held it in 2 quarters. The position peaked at $8.23M in Q2 2016. 552 funds tracked by Wall St. Rank hold DRI as of Q4 2016.

  • EverPoint Asset Management reported no remaining Darden Restaurants position as of Q4 2016 after selling out during the quarter.
  • EverPoint Asset Management sold 76,808 Darden Restaurants shares in Q4 2016, an estimated $4.71M.
  • EverPoint Asset Management first reported a position in Darden Restaurants in Q2 2016 and held it in 2 quarters.
  • EverPoint Asset Management's Darden Restaurants position peaked at $8.23M in Q2 2016.
  • 552 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.