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Placemark Investments’s Darden Restaurants DRI Stock Holding History

Placemark Investments’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
Q4 		$1.8M Buy
34,392
+10,129
+42% +$491K 0.03% 604
2014
Q3 		$1.11M Sell
24,263
-3,575
-13% -$151K 0.02% 810
2014
Q2 		$1.15M Buy
27,838
+3,351
+14% +$148K 0.02% 809
2014
Q1 		$1.11M Sell
24,487
-52,968
-68% -$2.37M 0.02% 776
2013
Q4 		$3.76M Sell
77,455
-8,927
-10% -$413K 0.06% 366
2013
Q3 		$3.57M Buy
86,382
+4,551
+6% +$198K 0.07% 342
2013
Q2 		$3.69M Buy
+81,831
New +$3.78M 0.08% 300

Other funds holding DRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Placemark Investments's DRI Position: Q4 2014 in Review

Placemark Investments increased its Darden Restaurants (DRI) stake by 42% in Q4 2014, buying an estimated $491K and bringing the position to 34,392 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #604.

Placemark Investments first reported a position in DRI in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2013. 495 funds tracked by Wall St. Rank hold DRI as of Q4 2014.

  • Placemark Investments held 34,392 shares of Darden Restaurants worth $1.8M as of Q4 2014.
  • Placemark Investments bought 10,129 Darden Restaurants shares in Q4 2014, an estimated $491K.
  • Darden Restaurants made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #604 holding.
  • Placemark Investments first reported a position in Darden Restaurants in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Darden Restaurants position peaked at $3.76M in Q4 2013.
  • 495 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.