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Linscomb Wealth’s Darden Restaurants DRI Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-5,352
Closed -$291K – 319
2020
Q1 		$291K Sell
5,352
-2,100
-28% -$204K 0.03% 332
2019
Q4 		$812K Buy
+7,452
New +$846K 0.05% 259

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Linscomb Wealth's DRI Position: Q2 2020 in Review

Linscomb Wealth sold out of Darden Restaurants (DRI) in Q2 2020, closing a stake of 5,352 shares — an estimated $291K sold.

Linscomb Wealth first reported a position in DRI in Q4 2019 and held it in 2 quarters. The position peaked at $812K in Q4 2019. 634 funds tracked by Wall St. Rank hold DRI as of Q2 2020.

  • Linscomb Wealth reported no remaining Darden Restaurants position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 5,352 Darden Restaurants shares in Q2 2020, an estimated $291K.
  • Linscomb Wealth first reported a position in Darden Restaurants in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's Darden Restaurants position peaked at $812K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.