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Stack Financial Management’s Darden Restaurants DRI Stock Holding History

Stack Financial Management’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
2013
Q3 		– Sell
-221,374
Closed -$9.99M – 49
2013
Q2 		$9.99M Buy
+221,374
New +$10.2M 1.43% 40

Other funds holding DRI

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stack Financial Management's DRI Position: Q3 2013 in Review

Stack Financial Management sold out of Darden Restaurants (DRI) in Q3 2013, closing a stake of 221,374 shares — an estimated $9.99M sold.

Stack Financial Management first reported a position in DRI in Q2 2013 and held it in 1 quarter. The position peaked at $9.99M in Q2 2013. 482 funds tracked by Wall St. Rank hold DRI as of Q3 2013.

  • Stack Financial Management reported no remaining Darden Restaurants position as of Q3 2013 after selling out during the quarter.
  • Stack Financial Management sold 221,374 Darden Restaurants shares in Q3 2013, an estimated $9.99M.
  • Stack Financial Management first reported a position in Darden Restaurants in Q2 2013 and held it in 1 quarter.
  • Stack Financial Management's Darden Restaurants position peaked at $9.99M in Q2 2013.
  • 482 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2013.

Based on Stack Financial Management's 13F filing for Q3 2013, filed 8 Nov 2013.