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Lederer & Associates Investment Counsel’s Darden Restaurants DRI Stock Holding History

Lederer & Associates Investment Counsel’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
2021
Q2 		– Sell
-271
Closed -$38.5K – 106
2021
Q1 		$38.5K Buy
+271
New +$35.7K 0.03% 110

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lederer & Associates Investment Counsel's DRI Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Darden Restaurants (DRI) in Q2 2021, closing a stake of 271 shares — an estimated $38.5K sold.

Lederer & Associates Investment Counsel first reported a position in DRI in Q1 2021 and held it in 1 quarter. The position peaked at $38.5K in Q1 2021. 749 funds tracked by Wall St. Rank hold DRI as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Darden Restaurants position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 271 Darden Restaurants shares in Q2 2021, an estimated $38.5K.
  • Lederer & Associates Investment Counsel first reported a position in Darden Restaurants in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's Darden Restaurants position peaked at $38.5K in Q1 2021.
  • 749 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.