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Lynch & Associates’s Darden Restaurants DRI Stock Holding History

Lynch & Associates’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
-9,686
Closed -$439K – 93
2014
Q1 		$439K Sell
9,686
-1,453
-13% -$65K 0.26% 72
2013
Q4 		$541K Buy
11,139
+226
+2% +$10.5K 0.32% 66
2013
Q3 		$452K Buy
10,913
+113
+1% +$4.91K 0.3% 70
2013
Q2 		$487K Buy
+10,800
New +$499K 0.34% 68

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

Lynch & Associates's DRI Position: Q2 2014 in Review

Lynch & Associates sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 9,686 shares — an estimated $439K sold.

Lynch & Associates first reported a position in DRI in Q2 2013 and held it in 4 quarters. The position peaked at $541K in Q4 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • Lynch & Associates reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • Lynch & Associates sold 9,686 Darden Restaurants shares in Q2 2014, an estimated $439K.
  • Lynch & Associates first reported a position in Darden Restaurants in Q2 2013 and held it in 4 quarters.
  • Lynch & Associates's Darden Restaurants position peaked at $541K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on Lynch & Associates's 13F filing for Q2 2014, filed 15 Jul 2014.