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Stockman Wealth Management’s Darden Restaurants DRI Stock Holding History

Stockman Wealth 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
2020
Q1 		– Sell
-2,815
Closed -$307K – 164
2019
Q4 		$307K Hold
2,815
– – 0.11% 133
2019
Q3 		$333K Buy
+2,815
New +$343K 0.13% 113

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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

Stockman Wealth Management's DRI Position: Q1 2020 in Review

Stockman Wealth Management sold out of Darden Restaurants (DRI) in Q1 2020, closing a stake of 2,815 shares — an estimated $307K sold.

Stockman Wealth Management first reported a position in DRI in Q3 2019 and held it in 2 quarters. The position peaked at $333K in Q3 2019. 622 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

  • Stockman Wealth Management reported no remaining Darden Restaurants position as of Q1 2020 after selling out during the quarter.
  • Stockman Wealth Management sold 2,815 Darden Restaurants shares in Q1 2020, an estimated $307K.
  • Stockman Wealth Management first reported a position in Darden Restaurants in Q3 2019 and held it in 2 quarters.
  • Stockman Wealth Management's Darden Restaurants position peaked at $333K in Q3 2019.
  • 622 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on Stockman Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.