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Kiley Juergens Wealth Management’s Darden Restaurants DRI Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-344
Closed -$38K – 197
2018
Q3 		$38K Hold
344
– – 0.03% 273
2018
Q2 		$36K Buy
+344
New +$31.5K 0.03% 244
2018
Q1 		– Sell
-344
Closed -$33K – 219
2017
Q4 		$33K Buy
+344
New +$29.1K 0.03% 262

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiley Juergens Wealth Management's DRI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Darden Restaurants (DRI) in Q4 2018, closing a stake of 344 shares — an estimated $38K sold.

Kiley Juergens Wealth Management first reported a position in DRI in Q4 2017 and held it in 3 quarters. The position peaked at $38K in Q3 2018. 670 funds tracked by Wall St. Rank hold DRI as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Darden Restaurants position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 344 Darden Restaurants shares in Q4 2018, an estimated $38K.
  • Kiley Juergens Wealth Management first reported a position in Darden Restaurants in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Darden Restaurants position peaked at $38K in Q3 2018.
  • 670 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.