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LMCG Investments’s Darden Restaurants DRI Stock Holding History

LMCG Investments’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
2013
Q4 		– Sell
-205,304
Closed -$8.49M – 482
2013
Q3 		$8.49M Buy
205,304
+71,148
+53% +$3.09M 0.21% 187
2013
Q2 		$6.05M Buy
+134,156
New +$6.2M 0.16% 215

Other funds holding DRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMCG Investments's DRI Position: Q4 2013 in Review

LMCG Investments sold out of Darden Restaurants (DRI) in Q4 2013, closing a stake of 205,304 shares — an estimated $8.49M sold.

LMCG Investments first reported a position in DRI in Q2 2013 and held it in 2 quarters. The position peaked at $8.49M in Q3 2013. 491 funds tracked by Wall St. Rank hold DRI as of Q4 2013.

  • LMCG Investments reported no remaining Darden Restaurants position as of Q4 2013 after selling out during the quarter.
  • LMCG Investments sold 205,304 Darden Restaurants shares in Q4 2013, an estimated $8.49M.
  • LMCG Investments first reported a position in Darden Restaurants in Q2 2013 and held it in 2 quarters.
  • LMCG Investments's Darden Restaurants position peaked at $8.49M in Q3 2013.
  • 491 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2013.

Based on LMCG Investments's 13F filing for Q4 2013, filed 6 Feb 2014.