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Weik Capital Management’s Darden Restaurants DRI Stock Holding History

Weik Capital 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
2014
Q1 		– Sell
-5,146
Closed -$250K – 103
2013
Q4 		$250K Hold
5,146
– – 0.15% 101
2013
Q3 		$213K Buy
5,146
+140
+3% +$6.08K 0.14% 100
2013
Q2 		$226K Buy
+5,006
New +$231K 0.16% 96

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SV
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Weik Capital Management's DRI Position: Q1 2014 in Review

Weik Capital Management sold out of Darden Restaurants (DRI) in Q1 2014, closing a stake of 5,146 shares — an estimated $250K sold.

Weik Capital Management first reported a position in DRI in Q2 2013 and held it in 3 quarters. The position peaked at $250K in Q4 2013. 467 funds tracked by Wall St. Rank hold DRI as of Q1 2014.

  • Weik Capital Management reported no remaining Darden Restaurants position as of Q1 2014 after selling out during the quarter.
  • Weik Capital Management sold 5,146 Darden Restaurants shares in Q1 2014, an estimated $250K.
  • Weik Capital Management first reported a position in Darden Restaurants in Q2 2013 and held it in 3 quarters.
  • Weik Capital Management's Darden Restaurants position peaked at $250K in Q4 2013.
  • 467 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2014.

Based on Weik Capital Management's 13F filing for Q1 2014, filed 15 May 2014.