Gideon Capital Advisors’s Darden Restaurants DRI Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-5,786	Closed	-$684K	–	296
2019 Q3	$684K	Buy	+5,786	New	+$706K	0.22%	149
2018 Q4	–	Sell	-7,478	Closed	-$831K	–	405
2018 Q3	$831K	Buy	+7,478	New	+$842K	0.39%	66
2018 Q2	–	Sell	-7,151	Closed	-$610K	–	391
2018 Q1	$610K	Buy	+7,151	New	+$677K	0.38%	78
2017 Q4	–	Sell	-2,999	Closed	-$236K	–	319
2017 Q3	$236K	Buy	+2,999	New	+$253K	0.23%	213
2017 Q1	–	Sell	-4,454	Closed	-$324K	–	423
2016 Q4	$324K	Buy	+4,454	New	+$310K	0.21%	225
2016 Q1	–	Sell	-9,212	Closed	-$586K	–	169
2015 Q4	$586K	Sell	9,212 -447	-5%	-$26K	0.43%	89
2015 Q3	$592K	Buy	9,659 +4,549	+89%	+$289K	0.35%	106
2015 Q2	$325K	Buy	+5,110	New	+$302K	0.13%	189
2014 Q3	–	Sell	-7,249	Closed	-$300K	–	288
2014 Q2	$300K	Buy	+7,249	New	+$321K	0.11%	198

Other funds holding DRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gideon Capital Advisors's DRI Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Darden Restaurants (DRI) in Q4 2019, closing a stake of 5,786 shares — an estimated $684K sold.

Gideon Capital Advisors first reported a position in DRI in Q2 2014 and held it in 9 quarters. The position peaked at $831K in Q3 2018. 727 funds tracked by Wall St. Rank hold DRI as of Q4 2019.

Gideon Capital Advisors reported no remaining Darden Restaurants position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,786 Darden Restaurants shares in Q4 2019, an estimated $684K.
Gideon Capital Advisors first reported a position in Darden Restaurants in Q2 2014 and held it in 9 quarters.
Gideon Capital Advisors's Darden Restaurants position peaked at $831K in Q3 2018.
727 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.