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FormulaFolio Investments’s Darden Restaurants DRI Stock Holding History

FormulaFolio Investments’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 		– Sell
-4,009
Closed -$478K – 539
2020
Q4 		$478K Buy
4,009
+456
+13% +$48.8K 0.01% 448
2020
Q3 		$358K Sell
3,553
-161
-4% -$13.4K 0.01% 231
2020
Q2 		$281K Buy
+3,714
New +$263K 0.01% 241

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

FormulaFolio Investments's DRI Position: Q1 2021 in Review

FormulaFolio Investments sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 4,009 shares — an estimated $478K sold.

FormulaFolio Investments first reported a position in DRI in Q2 2020 and held it in 3 quarters. The position peaked at $478K in Q4 2020. 757 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • FormulaFolio Investments reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 4,009 Darden Restaurants shares in Q1 2021, an estimated $478K.
  • FormulaFolio Investments first reported a position in Darden Restaurants in Q2 2020 and held it in 3 quarters.
  • FormulaFolio Investments's Darden Restaurants position peaked at $478K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.