Stoneridge Investment Partners’s Darden Restaurants DRI Stock Holding History

Stoneridge Investment Partners’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	-5,016	Closed	-$273K	–	121
2020 Q1	$273K	Sell	5,016 -8,966	-64%	-$872K	0.12%	102
2019 Q4	$1.52M	Buy	+13,982	New	+$1.59M	0.52%	63
2019 Q1	–	Sell	-5,875	Closed	-$587K	–	122
2018 Q4	$587K	Buy	+5,875	New	+$628K	0.18%	105
2016 Q4	–	Sell	-67,897	Closed	-$4.16M	–	302
2016 Q3	$4.16M	Buy	+67,897	New	+$4.21M	0.6%	51

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

Stoneridge Investment Partners's DRI Position: Q2 2020 in Review

Stoneridge Investment Partners sold out of Darden Restaurants (DRI) in Q2 2020, closing a stake of 5,016 shares — an estimated $273K sold.

Stoneridge Investment Partners first reported a position in DRI in Q3 2016 and held it in 4 quarters. The position peaked at $4.16M in Q3 2016. 634 funds tracked by Wall St. Rank hold DRI as of Q2 2020.

Stoneridge Investment Partners reported no remaining Darden Restaurants position as of Q2 2020 after selling out during the quarter.
Stoneridge Investment Partners sold 5,016 Darden Restaurants shares in Q2 2020, an estimated $273K.
Stoneridge Investment Partners first reported a position in Darden Restaurants in Q3 2016 and held it in 4 quarters.
Stoneridge Investment Partners's Darden Restaurants position peaked at $4.16M in Q3 2016.
634 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2020.

Based on Stoneridge Investment Partners's 13F filing for Q2 2020, filed 5 Aug 2020.