Lyons Wealth Management’s Darden Restaurants DRI Stock Holding History

Lyons Wealth 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
2019 Q1	–	Sell	-6,935	Closed	-$690K	–	23
2018 Q4	$690K	Sell	6,935 -658	-9%	-$70.4K	2.25%	17
2018 Q3	$843K	Sell	7,593 -407	-5%	-$45.8K	1.67%	21
2018 Q2	$857K	Sell	8,000 -825	-9%	-$75.5K	1.23%	16
2018 Q1	$752K	Buy	8,825 +468	+6%	+$44.3K	1.14%	28
2017 Q4	$804K	Sell	8,357 -193	-2%	-$16.3K	1.31%	23
2017 Q3	$674K	Sell	8,550 -1,191	-12%	-$100K	1.01%	29
2017 Q2	$879K	Buy	+9,741	New	+$851K	1.23%	21
2013 Q4	–	Sell	-1,197	Closed	-$49K	–	68
2013 Q3	$49K	Hold	1,197	–	–	0.04%	69
2013 Q2	$54K	Buy	+1,197	New	+$55.3K	0.05%	71

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyons Wealth Management's DRI Position: Q1 2019 in Review

Lyons Wealth Management sold out of Darden Restaurants (DRI) in Q1 2019, closing a stake of 6,935 shares — an estimated $690K sold.

Lyons Wealth Management first reported a position in DRI in Q2 2013 and held it in 9 quarters. The position peaked at $879K in Q2 2017. 729 funds tracked by Wall St. Rank hold DRI as of Q1 2019.

Lyons Wealth Management reported no remaining Darden Restaurants position as of Q1 2019 after selling out during the quarter.
Lyons Wealth Management sold 6,935 Darden Restaurants shares in Q1 2019, an estimated $690K.
Lyons Wealth Management first reported a position in Darden Restaurants in Q2 2013 and held it in 9 quarters.
Lyons Wealth Management's Darden Restaurants position peaked at $879K in Q2 2017.
729 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.