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MPS Loria Financial Planners’s Darden Restaurants DRI Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-9
Closed -$1K – 234
2021
Q1 		$1K Hold
9
– – ﹤0.01% 491
2020
Q4 		$1K Buy
+9
New +$964 ﹤0.01% 528

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

MPS Loria Financial Planners's DRI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Darden Restaurants (DRI) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in DRI in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 750 funds tracked by Wall St. Rank hold DRI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Darden Restaurants position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 9 Darden Restaurants shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Darden Restaurants in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Darden Restaurants position peaked at $1K in Q1 2021.
  • 750 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.