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Forward Management’s Darden Restaurants DRI Stock Holding History

Forward 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
2014
Q4 		– Sell
-559
Closed -$26K – 394
2014
Q3 		$26K Buy
+559
New +$23.6K ﹤0.01% 379
2013
Q4 		– Sell
-559
Closed -$23K – 385
2013
Q3 		$23K Buy
+559
New +$24.3K ﹤0.01% 353

Other funds holding DRI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Forward Management's DRI Position: Q4 2014 in Review

Forward Management sold out of Darden Restaurants (DRI) in Q4 2014, closing a stake of 559 shares — an estimated $26K sold.

Forward Management first reported a position in DRI in Q3 2013 and held it in 2 quarters. The position peaked at $26K in Q3 2014. 495 funds tracked by Wall St. Rank hold DRI as of Q4 2014.

  • Forward Management reported no remaining Darden Restaurants position as of Q4 2014 after selling out during the quarter.
  • Forward Management sold 559 Darden Restaurants shares in Q4 2014, an estimated $26K.
  • Forward Management first reported a position in Darden Restaurants in Q3 2013 and held it in 2 quarters.
  • Forward Management's Darden Restaurants position peaked at $26K in Q3 2014.
  • 495 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2014.

Based on Forward Management's 13F filing for Q4 2014, filed 10 Feb 2015.