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Strategic Investment Management’s Darden Restaurants DRI Stock Holding History

Strategic Investment 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
2016
Q2 		– Sell
-2,454
Closed -$162K – 97
2016
Q1 		$162K Buy
+2,454
New +$155K 0.08% 92
2015
Q4 		– Sell
-2,952
Closed -$180K – 109
2015
Q3 		$180K Buy
+2,952
New +$187K 0.07% 87

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Strategic Investment Management's DRI Position: Q2 2016 in Review

Strategic Investment Management sold out of Darden Restaurants (DRI) in Q2 2016, closing a stake of 2,454 shares — an estimated $162K sold.

Strategic Investment Management first reported a position in DRI in Q3 2015 and held it in 2 quarters. The position peaked at $180K in Q3 2015. 550 funds tracked by Wall St. Rank hold DRI as of Q2 2016.

  • Strategic Investment Management reported no remaining Darden Restaurants position as of Q2 2016 after selling out during the quarter.
  • Strategic Investment Management sold 2,454 Darden Restaurants shares in Q2 2016, an estimated $162K.
  • Strategic Investment Management first reported a position in Darden Restaurants in Q3 2015 and held it in 2 quarters.
  • Strategic Investment Management's Darden Restaurants position peaked at $180K in Q3 2015.
  • 550 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2016.

Based on Strategic Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.