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Haverford Financial Services’s Darden Restaurants DRI Stock Holding History

Haverford Financial 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
Q2 		– Sell
-5,541
Closed -$252K – 48
2014
Q1 		$252K Sell
5,541
-325
-6% -$14.5K 0.12% 45
2013
Q4 		$285K Buy
5,866
+33
+0.6% +$1.53K 0.13% 44
2013
Q3 		$241K Buy
+5,833
New +$253K 0.13% 44

Other funds holding DRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Haverford Financial Services's DRI Position: Q2 2014 in Review

Haverford Financial Services sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 5,541 shares — an estimated $252K sold.

Haverford Financial Services first reported a position in DRI in Q3 2013 and held it in 3 quarters. The position peaked at $285K in Q4 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • Haverford Financial Services reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • Haverford Financial Services sold 5,541 Darden Restaurants shares in Q2 2014, an estimated $252K.
  • Haverford Financial Services first reported a position in Darden Restaurants in Q3 2013 and held it in 3 quarters.
  • Haverford Financial Services's Darden Restaurants position peaked at $285K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on Haverford Financial Services's 13F filing for Q2 2014, filed 14 Aug 2014.