Goelzer Investment Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-73,362
| Closed | -$8M | – | 243 |
|
|
2019
Q4 | $8M | Buy |
73,362
+1,857
| +3% | +$202K | 0.69% | 47 |
|
|
2019
Q3 | $8.45M | Buy |
71,505
+389
| +0.5% | +$46K | 0.77% | 36 |
|
|
2019
Q2 | $8.66M | Buy |
71,116
+975
| +1% | +$119K | 0.8% | 36 |
|
|
2019
Q1 | $8.52M | Buy |
70,141
+1,211
| +2% | +$147K | 0.81% | 35 |
|
|
2018
Q4 | $6.88M | Sell |
68,930
-80
| -0.1% | -$7.99K | 0.88% | 31 |
|
|
2018
Q3 | $7.67M | Sell |
69,010
-428
| -0.6% | -$47.6K | 0.86% | 33 |
|
|
2018
Q2 | $7.43M | Buy |
69,438
+655
| +1% | +$70.1K | 0.87% | 29 |
|
|
2018
Q1 | $5.86M | Sell |
68,783
-1,332
| -2% | -$114K | 0.7% | 48 |
|
|
2017
Q4 | $6.73M | Buy |
70,115
+22,392
| +47% | +$2.15M | 0.76% | 38 |
|
|
2017
Q3 | $3.76M | Sell |
47,723
-593
| -1% | -$46.7K | 0.44% | 90 |
|
|
2017
Q2 | $4.37M | Sell |
48,316
-864
| -2% | -$78.1K | 0.54% | 77 |
|
|
2017
Q1 | $4.12M | Buy |
49,180
+495
| +1% | +$41.4K | 0.51% | 81 |
|
|
2016
Q4 | $3.54M | Buy |
48,685
+1,879
| +4% | +$137K | 0.46% | 90 |
|
|
2016
Q3 | $2.87M | Buy |
+46,806
| New | +$2.87M | 0.39% | 110 |
|