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New York Life Trust’s Darden Restaurants DRI Stock Holding History

New York Life Trust’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
Q1 		$9K Buy
+108
New +$8.09K 0.44% 61
2015
Q4 		– Sell
-1,828
Closed -$112K – 228
2015
Q3 		$112K Sell
1,828
-199
-10% -$12.6K 0.5% 69
2015
Q2 		$129K Buy
2,027
+902
+80% +$53.4K 0.54% 59
2015
Q1 		$70K Sell
1,125
-26
-2% -$1.46K 0.28% 124
2014
Q4 		$60K Buy
+1,151
New +$55.8K 0.24% 135

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

New York Life Trust's DRI Position: Q1 2017 in Review

New York Life Trust opened a new position in Darden Restaurants (DRI) in Q1 2017: 108 shares worth $9K. The stake represents 0.44% of the portfolio and ranks #61 among its holdings. This is a return to the name: New York Life Trust previously reported a position in DRI as recently as Q3 2015.

New York Life Trust first reported a position in DRI in Q4 2014 and has held it in 5 quarters since. The position peaked at $129K in Q2 2015. 581 funds tracked by Wall St. Rank hold DRI as of Q1 2017.

  • New York Life Trust held 108 shares of Darden Restaurants worth $9K as of Q1 2017.
  • Darden Restaurants was a new New York Life Trust position in Q1 2017.
  • Darden Restaurants made up 0.44% of New York Life Trust's portfolio in Q1 2017, its #61 holding.
  • New York Life Trust first reported a position in Darden Restaurants in Q4 2014 and has held it in 5 quarters since.
  • New York Life Trust's Darden Restaurants position peaked at $129K in Q2 2015.
  • 581 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.