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Middleton & Co’s Darden Restaurants DRI Stock Holding History

Middleton & 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
2020
Q1 		– Sell
-3,090
Closed -$337K – 140
2019
Q4 		$337K Sell
3,090
-70
-2% -$7.95K 0.05% 121
2019
Q3 		$374K Hold
3,160
– – 0.06% 122
2019
Q2 		$385K Sell
3,160
-100
-3% -$11.9K 0.06% 120
2019
Q1 		$396K Sell
3,260
-100
-3% -$11K 0.06% 114
2018
Q4 		$336K Hold
3,360
– – 0.06% 122
2018
Q3 		$374K Hold
3,360
– – 0.06% 129
2018
Q2 		$360K Sell
3,360
-50
-1% -$4.58K 0.06% 133
2018
Q1 		$291K Sell
3,410
-500
-13% -$47.3K 0.05% 141
2017
Q4 		$375K Buy
3,910
+800
+26% +$67.6K 0.06% 140
2017
Q3 		$245K Sell
3,110
-200
-6% -$16.8K 0.04% 157
2017
Q2 		$299K Hold
3,310
– – 0.06% 130
2017
Q1 		$277K Sell
3,310
-355
-10% -$26.6K 0.06% 141
2016
Q4 		$267K Hold
3,665
– – 0.06% 138
2016
Q3 		$225K Hold
3,665
– – 0.05% 147
2016
Q2 		$232K Sell
3,665
-200
-5% -$13.1K 0.05% 147
2016
Q1 		$256K Hold
3,865
– – 0.06% 142
2015
Q4 		$246K Sell
3,865
-459
-11% -$26.7K 0.05% 147
2015
Q3 		$265K Sell
4,324
-246
-5% -$15.6K 0.06% 138
2015
Q2 		$290K Hold
4,570
– – 0.06% 136
2015
Q1 		$283K Sell
4,570
-114
-2% -$6.38K 0.06% 137
2014
Q4 		$245K Sell
4,684
-436
-9% -$21.1K 0.05% 141
2014
Q3 		$236K Sell
5,120
-88
-2% -$3.72K 0.06% 146
2014
Q2 		$215K Sell
5,208
-3,367
-39% -$149K 0.05% 150
2014
Q1 		$389K Sell
8,575
-2,053
-19% -$91.8K 0.09% 122
2013
Q4 		$516K Sell
10,628
-1,415
-12% -$65.5K 0.14% 97
2013
Q3 		$498K Sell
12,043
-3,333
-22% -$145K 0.13% 107
2013
Q2 		$694K Buy
+15,376
New +$711K 0.2% 87

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Middleton & Co's DRI Position: Q1 2020 in Review

Middleton & Co sold out of Darden Restaurants (DRI) in Q1 2020, closing a stake of 3,090 shares — an estimated $337K sold.

Middleton & Co first reported a position in DRI in Q2 2013 and held it in 27 quarters. The position peaked at $694K in Q2 2013. 622 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

  • Middleton & Co reported no remaining Darden Restaurants position as of Q1 2020 after selling out during the quarter.
  • Middleton & Co sold 3,090 Darden Restaurants shares in Q1 2020, an estimated $337K.
  • Middleton & Co first reported a position in Darden Restaurants in Q2 2013 and held it in 27 quarters.
  • Middleton & Co's Darden Restaurants position peaked at $694K in Q2 2013.
  • 622 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on Middleton & Co's 13F filing for Q1 2020, filed 22 Apr 2020.