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Summit Global Investments’s Darden Restaurants DRI Stock Holding History

Summit Global Investments’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
2022
Q1 		– Sell
-3,460
Closed -$521K – 492
2021
Q4 		$521K Buy
3,460
+9
+0.3% +$1.33K 0.03% 341
2021
Q3 		$523K Sell
3,451
-4,029
-54% -$592K 0.04% 299
2021
Q2 		$1.08M Sell
7,480
-6,576
-47% -$925K 0.06% 224
2021
Q1 		$2M Buy
+14,056
New +$1.85M 0.13% 128
2020
Q1 		– Sell
-89,951
Closed -$9.81M – 237
2019
Q4 		$9.81M Buy
89,951
+3,930
+5% +$446K 1.06% 35
2019
Q3 		$10.2M Buy
86,021
+2,151
+3% +$262K 1.18% 28
2019
Q2 		$10.2M Buy
83,870
+431
+0.5% +$51.3K 1.28% 22
2019
Q1 		$10.1M Buy
83,439
+72,896
+691% +$7.99M 1.29% 21
2018
Q4 		$1.05M Buy
+10,543
New +$1.13M 0.16% 99
2018
Q1 		– Sell
-6,536
Closed -$628K – 285
2017
Q4 		$628K Sell
6,536
-4,945
-43% -$418K 0.1% 133
2017
Q3 		$905K Buy
11,481
+5,854
+104% +$493K 0.14% 94
2017
Q2 		$509K Sell
5,627
-1,073
-16% -$93.8K 0.15% 149
2017
Q1 		$561K Buy
+6,700
New +$502K 0.18% 94

Other funds holding DRI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's DRI Position: Q1 2022 in Review

Summit Global Investments sold out of Darden Restaurants (DRI) in Q1 2022, closing a stake of 3,460 shares — an estimated $521K sold.

Summit Global Investments first reported a position in DRI in Q1 2017 and held it in 13 quarters. The position peaked at $10.2M in Q2 2019. 747 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

  • Summit Global Investments reported no remaining Darden Restaurants position as of Q1 2022 after selling out during the quarter.
  • Summit Global Investments sold 3,460 Darden Restaurants shares in Q1 2022, an estimated $521K.
  • Summit Global Investments first reported a position in Darden Restaurants in Q1 2017 and held it in 13 quarters.
  • Summit Global Investments's Darden Restaurants position peaked at $10.2M in Q2 2019.
  • 747 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Summit Global Investments's 13F filing for Q1 2022, filed 29 Apr 2022.