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McDaniel Terry & Co’s Darden Restaurants DRI Stock Holding History

McDaniel Terry & Co’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
Q1 		– Sell
-5,482
Closed -$287K – 50
2014
Q4 		$287K Hold
5,482
– – 0.07% 45
2014
Q3 		$252K Buy
+5,482
New +$232K 0.06% 45

Other funds holding DRI

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDaniel Terry & Co's DRI Position: Q1 2015 in Review

McDaniel Terry & Co sold out of Darden Restaurants (DRI) in Q1 2015, closing a stake of 5,482 shares — an estimated $287K sold.

McDaniel Terry & Co first reported a position in DRI in Q3 2014 and held it in 2 quarters. The position peaked at $287K in Q4 2014. 526 funds tracked by Wall St. Rank hold DRI as of Q1 2015.

  • McDaniel Terry & Co reported no remaining Darden Restaurants position as of Q1 2015 after selling out during the quarter.
  • McDaniel Terry & Co sold 5,482 Darden Restaurants shares in Q1 2015, an estimated $287K.
  • McDaniel Terry & Co first reported a position in Darden Restaurants in Q3 2014 and held it in 2 quarters.
  • McDaniel Terry & Co's Darden Restaurants position peaked at $287K in Q4 2014.
  • 526 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2015.

Based on McDaniel Terry & Co's 13F filing for Q1 2015, filed 8 May 2015.