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Gupta Wealth Management’s Darden Restaurants DRI Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-18
Closed -$1K – 1173
2015
Q4 		$1K Sell
18
-2
-10% -$116 ﹤0.01% 1181
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1189
2015
Q2 		$1K Hold
20
– – ﹤0.01% 1190
2015
Q1 		$1K Buy
+20
New +$1.12K ﹤0.01% 1084

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Gupta Wealth Management's DRI Position: Q1 2016 in Review

Gupta Wealth Management sold out of Darden Restaurants (DRI) in Q1 2016, closing a stake of 18 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in DRI in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 549 funds tracked by Wall St. Rank hold DRI as of Q1 2016.

  • Gupta Wealth Management reported no remaining Darden Restaurants position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 18 Darden Restaurants shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Darden Restaurants in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Darden Restaurants position peaked at $1K in Q4 2015.
  • 549 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.