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Lupo Securities’s Darden Restaurants DRI Stock Holding History

Lupo Securities’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
2015
Q3 		$14K Sell
224
-531
-70% -$33.7K 0.11% 61
2015
Q2 		$48K Buy
755
+168
+29% +$9.94K 0.19% 31
2015
Q1 		$36K Buy
+587
New +$32.9K 0.06% 175

Other funds holding DRI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Lupo Securities's DRI Position: Q3 2015 in Review

Lupo Securities reduced its Darden Restaurants (DRI) stake by 70% in Q3 2015, selling an estimated $33.7K and leaving 224 shares worth $14K. The position accounts for 0.11% of the portfolio, ranked #61.

Lupo Securities first reported a position in DRI in Q1 2015 and has held it in 3 quarters since. The position peaked at $48K in Q2 2015. 548 funds tracked by Wall St. Rank hold DRI as of Q3 2015.

  • Lupo Securities held 224 shares of Darden Restaurants worth $14K as of Q3 2015.
  • Lupo Securities sold 531 Darden Restaurants shares in Q3 2015, an estimated $33.7K.
  • Darden Restaurants made up 0.11% of Lupo Securities's portfolio in Q3 2015, its #61 holding.
  • Lupo Securities first reported a position in Darden Restaurants in Q1 2015 and has held it in 3 quarters since.
  • Lupo Securities's Darden Restaurants position peaked at $48K in Q2 2015.
  • 548 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.