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Kiwi Wealth Investments Limited Partnership’s Darden Restaurants DRI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-48,969
Closed -$3.1M – 130
2016
Q2 		$3.1M Sell
48,969
-10,032
-17% -$656K 0.3% 93
2016
Q1 		$3.91M Sell
59,001
-9,550
-14% -$604K 0.4% 81
2015
Q4 		$4.36M Buy
68,551
+7,791
+13% +$453K 0.49% 50
2015
Q3 		$3.72M Buy
+60,760
New +$3.85M 0.44% 70

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's DRI Position: Q3 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of Darden Restaurants (DRI) in Q3 2016, closing a stake of 48,969 shares — an estimated $3.1M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DRI in Q3 2015 and held it in 4 quarters. The position peaked at $4.36M in Q4 2015. 527 funds tracked by Wall St. Rank hold DRI as of Q3 2016.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Darden Restaurants position as of Q3 2016 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 48,969 Darden Restaurants shares in Q3 2016, an estimated $3.1M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Darden Restaurants in Q3 2015 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Darden Restaurants position peaked at $4.36M in Q4 2015.
  • 527 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2016, filed 8 Nov 2016.