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Mosaic Family Wealth’s Darden Restaurants DRI Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-67
Closed -$5K – 737
2017
Q3 		$5K Hold
67
– – ﹤0.01% 694
2017
Q2 		$6K Hold
67
– – ﹤0.01% 549
2017
Q1 		$6K Buy
67
+9
+16% +$674 ﹤0.01% 548
2016
Q4 		$4K Hold
58
– – ﹤0.01% 583
2016
Q3 		$4K Hold
58
– – ﹤0.01% 604
2016
Q2 		$4K Hold
58
– – ﹤0.01% 621
2016
Q1 		$3K Buy
+58
New +$3.67K ﹤0.01% 648

Other funds holding DRI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's DRI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Darden Restaurants (DRI) in Q4 2017, closing a stake of 67 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in DRI in Q1 2016 and held it in 7 quarters. The position peaked at $6K in Q2 2017. 616 funds tracked by Wall St. Rank hold DRI as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Darden Restaurants position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 67 Darden Restaurants shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Darden Restaurants in Q1 2016 and held it in 7 quarters.
  • Mosaic Family Wealth's Darden Restaurants position peaked at $6K in Q2 2017.
  • 616 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.