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Goelzer Investment Management’s Darden Restaurants DRI Stock Holding History

Goelzer Investment 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
2020
Q1 		– Sell
-73,362
Closed -$8M – 243
2019
Q4 		$8M Buy
73,362
+1,857
+3% +$211K 0.69% 47
2019
Q3 		$8.45M Buy
71,505
+389
+0.5% +$47.5K 0.77% 36
2019
Q2 		$8.66M Buy
71,116
+975
+1% +$116K 0.8% 36
2019
Q1 		$8.52M Buy
70,141
+1,211
+2% +$133K 0.81% 35
2018
Q4 		$6.88M Sell
68,930
-80
-0.1% -$8.56K 0.88% 31
2018
Q3 		$7.67M Sell
69,010
-428
-0.6% -$48.2K 0.86% 33
2018
Q2 		$7.43M Buy
69,438
+655
+1% +$60K 0.87% 29
2018
Q1 		$5.86M Sell
68,783
-1,332
-2% -$126K 0.7% 48
2017
Q4 		$6.73M Buy
70,115
+22,392
+47% +$1.89M 0.76% 38
2017
Q3 		$3.76M Sell
47,723
-593
-1% -$50K 0.44% 90
2017
Q2 		$4.37M Sell
48,316
-864
-2% -$75.5K 0.54% 77
2017
Q1 		$4.12M Buy
49,180
+495
+1% +$37.1K 0.51% 81
2016
Q4 		$3.54M Buy
48,685
+1,879
+4% +$131K 0.46% 90
2016
Q3 		$2.87M Buy
+46,806
New +$2.9M 0.39% 110

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Goelzer Investment Management's DRI Position: Q1 2020 in Review

Goelzer Investment Management sold out of Darden Restaurants (DRI) in Q1 2020, closing a stake of 73,362 shares — an estimated $8M sold.

Goelzer Investment Management first reported a position in DRI in Q3 2016 and held it in 14 quarters. The position peaked at $8.66M in Q2 2019. 622 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

  • Goelzer Investment Management reported no remaining Darden Restaurants position as of Q1 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 73,362 Darden Restaurants shares in Q1 2020, an estimated $8M.
  • Goelzer Investment Management first reported a position in Darden Restaurants in Q3 2016 and held it in 14 quarters.
  • Goelzer Investment Management's Darden Restaurants position peaked at $8.66M in Q2 2019.
  • 622 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on Goelzer Investment Management's 13F filing for Q1 2020, filed 7 May 2020.