Gary Goldberg Planning Services’s Darden Restaurants DRI Stock Holding History

Gary Goldberg Planning Services’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	$3.44M	Sell	65,541 -49,705	-43%	-$2.41M	1.44%	20
2014 Q3	$5.3M	Buy	115,246 +1,096	+1%	+$46.3K	2.21%	15
2014 Q2	$4.72M	Buy	114,150 +18,910	+20%	+$837K	2.08%	17
2014 Q1	$4.32M	Buy	95,240 +31,960	+51%	+$1.43M	2.11%	14
2013 Q4	$3.08M	Sell	63,280 -686	-1%	-$31.7K	1.79%	18
2013 Q3	$2.65M	Buy	63,966 +42,631	+200%	+$1.85M	1.61%	18
2013 Q2	$963K	Buy	+21,335	New	+$986K	0.61%	36

Other funds holding DRI

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Gary Goldberg Planning Services's DRI Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Darden Restaurants (DRI) stake by 43% in Q4 2014, selling an estimated $2.41M and leaving 65,541 shares worth $3.44M. The position accounts for 1.44% of the portfolio, ranked #20.

Gary Goldberg Planning Services first reported a position in DRI in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.3M in Q3 2014. 495 funds tracked by Wall St. Rank hold DRI as of Q4 2014.

Gary Goldberg Planning Services held 65,541 shares of Darden Restaurants worth $3.44M as of Q4 2014.
Gary Goldberg Planning Services sold 49,705 Darden Restaurants shares in Q4 2014, an estimated $2.41M.
Darden Restaurants made up 1.44% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #20 holding.
Gary Goldberg Planning Services first reported a position in Darden Restaurants in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Darden Restaurants position peaked at $5.3M in Q3 2014.
495 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.