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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
2013
Q4 		– Sell
-22,374
Closed -$14K – 69
2013
Q3 		$14K Hold
22,374
– – 0.01% 73
2013
Q2 		$3K Buy
+22,374
New +$1.03M ﹤0.01% 79

Other funds holding DRI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
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.