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Loeb Offshore Management’s Darden Restaurants DRI Stock Holding History

Loeb Offshore Management’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
2014
Q2 		– Sell
-39,767
Closed -$1.8M – 147
2014
Q1 		$1.8M Sell
39,767
-22,425
-36% -$1M 0.52% 56
2013
Q4 		$3.02M Buy
+62,192
New +$2.88M 0.83% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Loeb Offshore Management's DRI Position: Q2 2014 in Review

Loeb Offshore Management sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 39,767 shares — an estimated $1.8M sold.

Loeb Offshore Management first reported a position in DRI in Q4 2013 and held it in 2 quarters. The position peaked at $3.02M in Q4 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • Loeb Offshore Management reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 39,767 Darden Restaurants shares in Q2 2014, an estimated $1.8M.
  • Loeb Offshore Management first reported a position in Darden Restaurants in Q4 2013 and held it in 2 quarters.
  • Loeb Offshore Management's Darden Restaurants position peaked at $3.02M in Q4 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on Loeb Offshore Management's 13F filing for Q2 2014, filed 14 Aug 2014.