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Perennial Advisors’s Darden Restaurants DRI Stock Holding History

Perennial Advisors’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
Q2 		– Sell
-33
Closed -$3K – 212
2018
Q1 		$3K Hold
33
– – ﹤0.01% 189
2017
Q4 		$3K Hold
33
– – ﹤0.01% 192
2017
Q3 		$3K Hold
33
– – ﹤0.01% 186
2017
Q2 		$3K Hold
33
– – ﹤0.01% 191
2017
Q1 		$3K Sell
33
-3,100
-99% -$232K ﹤0.01% 169
2016
Q4 		$228K Buy
+3,133
New +$218K 0.19% 69

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Perennial Advisors's DRI Position: Q2 2018 in Review

Perennial Advisors sold out of Darden Restaurants (DRI) in Q2 2018, closing a stake of 33 shares — an estimated $3K sold.

Perennial Advisors first reported a position in DRI in Q4 2016 and held it in 6 quarters. The position peaked at $228K in Q4 2016. 639 funds tracked by Wall St. Rank hold DRI as of Q2 2018.

  • Perennial Advisors reported no remaining Darden Restaurants position as of Q2 2018 after selling out during the quarter.
  • Perennial Advisors sold 33 Darden Restaurants shares in Q2 2018, an estimated $3K.
  • Perennial Advisors first reported a position in Darden Restaurants in Q4 2016 and held it in 6 quarters.
  • Perennial Advisors's Darden Restaurants position peaked at $228K in Q4 2016.
  • 639 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2018.

Based on Perennial Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.