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P.J. Schmidt Investment Management (PJS)’s Darden Restaurants DRI Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2014
Q2 		– Sell
-16,836
Closed -$764K – 148
2014
Q1 		$764K Buy
16,836
+223
+1% +$9.97K 0.3% 86
2013
Q4 		$807K Buy
16,613
+269
+2% +$12.4K 0.34% 70
2013
Q3 		$676K Buy
16,344
+1,751
+12% +$76.1K 0.31% 72
2013
Q2 		$659K Buy
+14,593
New +$674K 0.32% 69

Other funds holding DRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s DRI Position: Q2 2014 in Review

P.J. Schmidt Investment Management (PJS) sold out of Darden Restaurants (DRI) in Q2 2014, closing a stake of 16,836 shares — an estimated $764K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in DRI in Q2 2013 and held it in 4 quarters. The position peaked at $807K in Q4 2013. 464 funds tracked by Wall St. Rank hold DRI as of Q2 2014.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Darden Restaurants position as of Q2 2014 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 16,836 Darden Restaurants shares in Q2 2014, an estimated $764K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Darden Restaurants in Q2 2013 and held it in 4 quarters.
  • P.J. Schmidt Investment Management (PJS)'s Darden Restaurants position peaked at $807K in Q4 2013.
  • 464 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2014.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2014, filed 23 Jul 2014.