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Polaris Wealth Advisory Group’s Darden Restaurants DRI Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q4 		– Sell
-94,029
Closed -$9.75M – 188
2020
Q3 		$9.75M Sell
94,029
-10,130
-10% -$842K 0.92% 37
2020
Q2 		$7.93M Buy
+104,159
New +$7.39M 0.63% 46
2019
Q3 		– Sell
-198,200
Closed -$24.1M – 159
2019
Q2 		$24.1M Sell
198,200
-3,371
-2% -$401K 1.83% 25
2019
Q1 		$24.3M Buy
+201,571
New +$22.1M 1.82% 22

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's DRI Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of Darden Restaurants (DRI) in Q4 2020, closing a stake of 94,029 shares — an estimated $9.75M sold.

Polaris Wealth Advisory Group first reported a position in DRI in Q1 2019 and held it in 4 quarters. The position peaked at $24.3M in Q1 2019. 684 funds tracked by Wall St. Rank hold DRI as of Q4 2020.

  • Polaris Wealth Advisory Group reported no remaining Darden Restaurants position as of Q4 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 94,029 Darden Restaurants shares in Q4 2020, an estimated $9.75M.
  • Polaris Wealth Advisory Group first reported a position in Darden Restaurants in Q1 2019 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Darden Restaurants position peaked at $24.3M in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.