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Realta Investment Advisors’s Darden Restaurants DRI Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-207
Closed -$24K – 569
2019
Q4 		$24K Hold
207
– – 0.01% 861
2019
Q3 		$24K Sell
207
-166
-45% -$20.3K 0.01% 864
2019
Q2 		$45K Buy
373
+200
+116% +$23.8K 0.01% 698
2019
Q1 		$21K Buy
+173
New +$19K 0.01% 745

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Realta Investment Advisors's DRI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Darden Restaurants (DRI) in Q1 2020, closing a stake of 207 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in DRI in Q1 2019 and held it in 4 quarters. The position peaked at $45K in Q2 2019. 622 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Darden Restaurants position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 207 Darden Restaurants shares in Q1 2020, an estimated $24K.
  • Realta Investment Advisors first reported a position in Darden Restaurants in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Darden Restaurants position peaked at $45K in Q2 2019.
  • 622 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.