MIM
DRI icon

Merit Investment Management’s Darden Restaurants DRI Stock Holding History

Merit Investment 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
-110,444
Closed -$4.57M – 38
2013
Q3 		$4.57M Hold
110,444
– – 5.5% 3
2013
Q2 		$4.98M Buy
+110,444
New +$5.1M 4.51% 4

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merit Investment Management's DRI Position: Q4 2013 in Review

Merit Investment Management sold out of Darden Restaurants (DRI) in Q4 2013, closing a stake of 110,444 shares — an estimated $4.57M sold.

Merit Investment Management first reported a position in DRI in Q2 2013 and held it in 2 quarters. The position peaked at $4.98M in Q2 2013. 491 funds tracked by Wall St. Rank hold DRI as of Q4 2013.

  • Merit Investment Management reported no remaining Darden Restaurants position as of Q4 2013 after selling out during the quarter.
  • Merit Investment Management sold 110,444 Darden Restaurants shares in Q4 2013, an estimated $4.57M.
  • Merit Investment Management first reported a position in Darden Restaurants in Q2 2013 and held it in 2 quarters.
  • Merit Investment Management's Darden Restaurants position peaked at $4.98M in Q2 2013.
  • 491 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.