LifePlan Financial Group’s Darden Restaurants DRI Stock Holding History

LifePlan Financial Group’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
2020 Q3	$92K	Hold	914	–	–	0.04%	190
2020 Q2	$69K	Hold	914	–	–	0.03%	215
2020 Q1	$50K	Hold	914	–	–	0.03%	223
2019 Q4	$100K	Hold	914	–	–	0.04%	187
2019 Q3	$108K	Hold	914	–	–	0.05%	173
2019 Q2	$111K	Hold	914	–	–	0.05%	169
2019 Q1	$111K	Hold	914	–	–	0.06%	173
2018 Q4	$91K	Hold	914	–	–	0.06%	183
2018 Q3	$102K	Hold	914	–	–	0.06%	182
2018 Q2	$98K	Hold	914	–	–	0.05%	179
2018 Q1	$78K	Buy	+914	New	+$86.5K	0.05%	187

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

LifePlan Financial Group's DRI Position: Q3 2020 in Review

LifePlan Financial Group held its Darden Restaurants (DRI) position steady in Q3 2020 at 914 shares worth $92K. The position accounts for 0.04% of the portfolio, ranked #190.

LifePlan Financial Group first reported a position in DRI in Q1 2018 and has held it in 11 quarters since. The position peaked at $111K in Q2 2019. 637 funds tracked by Wall St. Rank hold DRI as of Q3 2020.

LifePlan Financial Group held 914 shares of Darden Restaurants worth $92K as of Q3 2020.
LifePlan Financial Group left its Darden Restaurants share count unchanged in Q3 2020.
Darden Restaurants made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #190 holding.
LifePlan Financial Group first reported a position in Darden Restaurants in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Darden Restaurants position peaked at $111K in Q2 2019.
637 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.