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Legacy Financial Advisors’s Darden Restaurants DRI Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-142
Closed -$17K – 326
2019
Q1 		$17K Buy
142
+12
+9% +$1.32K 0.01% 492
2018
Q4 		$13K Buy
130
+100
+333% +$10.7K 0.01% 497
2018
Q3 		$3K Hold
30
– – ﹤0.01% 760
2018
Q2 		$3K Hold
30
– – ﹤0.01% 775
2018
Q1 		$2K Hold
30
– – ﹤0.01% 753
2017
Q4 		$2K Buy
+30
New +$2.53K ﹤0.01% 739

Other funds holding DRI

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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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's DRI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Darden Restaurants (DRI) in Q2 2019, closing a stake of 142 shares — an estimated $17K sold.

Legacy Financial Advisors first reported a position in DRI in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q1 2019. 705 funds tracked by Wall St. Rank hold DRI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Darden Restaurants position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 142 Darden Restaurants shares in Q2 2019, an estimated $17K.
  • Legacy Financial Advisors first reported a position in Darden Restaurants in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Darden Restaurants position peaked at $17K in Q1 2019.
  • 705 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.