Security National Trust’s Darden Restaurants DRI Stock Holding History

Security National Trust’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 Q2	–	Sell	-27	Closed	-$1K	–	424
2020 Q1	$1K	Buy	+27	New	+$2.63K	﹤0.01%	456
2014 Q1	–	Sell	-265	Closed	-$13K	–	531
2013 Q4	$13K	Hold	265	–	–	0.01%	381
2013 Q3	$11K	Hold	265	–	–	﹤0.01%	385
2013 Q2	$12K	Buy	+265	New	+$12.2K	0.01%	359

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Security National Trust's DRI Position: Q2 2020 in Review

Security National Trust sold out of Darden Restaurants (DRI) in Q2 2020, closing a stake of 27 shares — an estimated $1K sold.

Security National Trust first reported a position in DRI in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q4 2013. 634 funds tracked by Wall St. Rank hold DRI as of Q2 2020.

Security National Trust reported no remaining Darden Restaurants position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 27 Darden Restaurants shares in Q2 2020, an estimated $1K.
Security National Trust first reported a position in Darden Restaurants in Q2 2013 and held it in 4 quarters.
Security National Trust's Darden Restaurants position peaked at $13K in Q4 2013.
634 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.