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Palo Capital’s Darden Restaurants DRI Stock Holding History

Palo Capital’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
2018
Q4 		$1.3M Buy
13,029
+3,474
+36% +$372K 0.55% 68
2018
Q3 		$1.06M Sell
9,555
-161
-2% -$18.1K 0.38% 86
2018
Q2 		$1.04M Sell
9,716
-1
-0% -$92 0.38% 86
2018
Q1 		$828K Sell
9,717
-346
-3% -$32.8K 0.3% 98
2017
Q4 		$966K Buy
10,063
+736
+8% +$62.2K 0.43% 73
2017
Q3 		$735K Sell
9,327
-74
-0.8% -$6.23K 0.39% 84
2017
Q2 		$850K Buy
9,401
+203
+2% +$17.7K 0.48% 74
2017
Q1 		$770K Buy
9,198
+106
+1% +$7.94K 0.45% 77
2016
Q4 		$661K Buy
9,092
+2,086
+30% +$145K 0.42% 83
2016
Q3 		$430K Sell
7,006
-3,214
-31% -$199K 0.3% 98
2016
Q2 		$648K Buy
+10,220
New +$668K 0.22% 103

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Palo Capital's DRI Position: Q4 2018 in Review

Palo Capital increased its Darden Restaurants (DRI) stake by 36% in Q4 2018, buying an estimated $372K and bringing the position to 13,029 shares worth $1.3M. The position accounts for 0.55% of the portfolio, ranked #68.

Palo Capital first reported a position in DRI in Q2 2016 and has held it in 11 quarters since. 671 funds tracked by Wall St. Rank hold DRI as of Q4 2018.

  • Palo Capital held 13,029 shares of Darden Restaurants worth $1.3M as of Q4 2018.
  • Palo Capital bought 3,474 Darden Restaurants shares in Q4 2018, an estimated $372K.
  • Darden Restaurants made up 0.55% of Palo Capital's portfolio in Q4 2018, its #68 holding.
  • Palo Capital first reported a position in Darden Restaurants in Q2 2016 and has held it in 11 quarters since.
  • 671 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.