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Optimal Asset Management’s Darden Restaurants DRI Stock Holding History

Optimal Asset Management’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
Q1 		– Sell
-11,868
Closed -$1.41M – 372
2020
Q4 		$1.41M Sell
11,868
-5
-0% -$535 0.2% 176
2020
Q3 		$1.2M Sell
11,873
-2,126
-15% -$177K 0.17% 195
2020
Q2 		$1.06M Sell
13,999
-26,004
-65% -$1.84M 0.17% 202
2020
Q1 		$2.18M Buy
40,003
+18,071
+82% +$1.76M 0.2% 173
2019
Q4 		$2.39M Buy
+21,932
New +$2.49M 0.36% 86

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Optimal Asset Management's DRI Position: Q1 2021 in Review

Optimal Asset Management sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 11,868 shares — an estimated $1.41M sold.

Optimal Asset Management first reported a position in DRI in Q4 2019 and held it in 5 quarters. The position peaked at $2.39M in Q4 2019. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • Optimal Asset Management reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 11,868 Darden Restaurants shares in Q1 2021, an estimated $1.41M.
  • Optimal Asset Management first reported a position in Darden Restaurants in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Darden Restaurants position peaked at $2.39M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.