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Omnia Family Wealth’s Darden Restaurants DRI Stock Holding History

Omnia 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
2019
Q2 		– Sell
-305
Closed -$37K – 214
2019
Q1 		$37K Hold
305
– – 0.02% 179
2018
Q4 		$30K Hold
305
– – 0.02% 179
2018
Q3 		$34K Hold
305
– – 0.02% 176
2018
Q2 		$33K Hold
305
– – 0.02% 179
2018
Q1 		$26K Hold
305
– – 0.01% 190
2017
Q4 		$29K Hold
305
– – 0.01% 195
2017
Q3 		$24K Hold
305
– – 0.01% 197
2017
Q2 		$28K Hold
305
– – 0.01% 191
2017
Q1 		$26K Hold
305
– – 0.01% 195
2016
Q4 		$22K Buy
+305
New +$21.2K 0.01% 214

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's DRI Position: Q2 2019 in Review

Omnia Family Wealth sold out of Darden Restaurants (DRI) in Q2 2019, closing a stake of 305 shares — an estimated $37K sold.

Omnia Family Wealth first reported a position in DRI in Q4 2016 and held it in 10 quarters. The position peaked at $37K in Q1 2019. 705 funds tracked by Wall St. Rank hold DRI as of Q2 2019.

  • Omnia Family Wealth reported no remaining Darden Restaurants position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 305 Darden Restaurants shares in Q2 2019, an estimated $37K.
  • Omnia Family Wealth first reported a position in Darden Restaurants in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Darden Restaurants position peaked at $37K in Q1 2019.
  • 705 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.