WRF
DRI icon

Waddell & Reed Financial’s Darden Restaurants DRI Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$119M Sell
840,564
-41,033
-5% -$5.4M 0.25% 126
2020
Q4 		$105M Buy
881,597
+55,552
+7% +$5.95M 0.22% 124
2020
Q3 		$83.2M Sell
826,045
-24,983
-3% -$2.08M 0.2% 138
2020
Q2 		$64.5M Buy
851,028
+418,593
+97% +$29.7M 0.17% 158
2020
Q1 		$23.6M Buy
+432,435
New +$42.1M 0.08% 265

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Reed Financial's DRI Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Darden Restaurants (DRI) stake by 4.7% in Q1 2021, selling an estimated $5.4M and leaving 840,564 shares worth $119M. The position accounts for 0.25% of the portfolio, ranked #126.

Waddell & Reed Financial first reported a position in DRI in Q1 2020 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • Waddell & Reed Financial held 840,564 shares of Darden Restaurants worth $119M as of Q1 2021.
  • Waddell & Reed Financial sold 41,033 Darden Restaurants shares in Q1 2021, an estimated $5.4M.
  • Darden Restaurants made up 0.25% of Waddell & Reed Financial's portfolio in Q1 2021, its #126 holding.
  • Waddell & Reed Financial first reported a position in Darden Restaurants in Q1 2020 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.