Newfound Research’s Darden Restaurants DRI Stock Holding History

Newfound Research’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 Q2	–	Sell	-9	Closed	–	–	85
2020 Q1	$0	Hold	9	–	–	﹤0.01%	113
2019 Q4	$1K	Sell	9 -5	-36%	-$568	﹤0.01%	104
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	97
2019 Q2	$2K	Buy	14 +1	+8%	+$119	﹤0.01%	94
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	87
2018 Q4	$1K	Sell	13 -1	-7%	-$107	﹤0.01%	94
2018 Q3	$2K	Hold	14	–	–	﹤0.01%	108
2018 Q2	$2K	Hold	14	–	–	﹤0.01%	95
2018 Q1	$1K	Buy	+14	New	+$1.33K	﹤0.01%	117

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Newfound Research's DRI Position: Q2 2020 in Review

Newfound Research sold out of Darden Restaurants (DRI) in Q2 2020, closing a stake of 9 shares.

Newfound Research first reported a position in DRI in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q3 2019. 634 funds tracked by Wall St. Rank hold DRI as of Q2 2020.

Newfound Research reported no remaining Darden Restaurants position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 9 Darden Restaurants shares in Q2 2020.
Newfound Research first reported a position in Darden Restaurants in Q1 2018 and held it in 9 quarters.
Newfound Research's Darden Restaurants position peaked at $2K in Q3 2019.
634 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.