Kaizen Advisory’s Darden Restaurants DRI Stock Holding History

Kaizen Advisory’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
2018 Q4	$35K	Buy	349 +88	+34%	+$9.41K	0.02%	397
2018 Q3	$29K	Hold	261	–	–	0.02%	454
2018 Q2	$28K	Buy	261 +137	+110%	+$12.5K	0.01%	463
2018 Q1	$11K	Hold	124	–	–	0.01%	459
2017 Q4	$12K	Buy	+124	New	+$10.5K	0.01%	440

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kaizen Advisory's DRI Position: Q4 2018 in Review

Kaizen Advisory increased its Darden Restaurants (DRI) stake by 34% in Q4 2018, buying an estimated $9.41K and bringing the position to 349 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #397.

Kaizen Advisory first reported a position in DRI in Q4 2017 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold DRI as of Q4 2018.

Kaizen Advisory held 349 shares of Darden Restaurants worth $35K as of Q4 2018.
Kaizen Advisory bought 88 Darden Restaurants shares in Q4 2018, an estimated $9.41K.
Darden Restaurants made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #397 holding.
Kaizen Advisory first reported a position in Darden Restaurants in Q4 2017 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.