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Zevin Asset Management’s Darden Restaurants DRI Stock Holding History

Zevin Asset 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
-5,079
Closed -$247K – 131
2013
Q4 		$247K Sell
5,079
-29,999
-86% -$1.39M 0.07% 105
2013
Q3 		$1.45M Sell
35,078
-21,416
-38% -$930K 0.44% 57
2013
Q2 		$2.55M Buy
+56,494
New +$2.61M 0.88% 40

Other funds holding DRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
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

Zevin Asset Management's DRI Position: Q1 2014 in Review

Zevin Asset Management sold out of Darden Restaurants (DRI) in Q1 2014, closing a stake of 5,079 shares — an estimated $247K sold.

Zevin Asset Management first reported a position in DRI in Q2 2013 and held it in 3 quarters. The position peaked at $2.55M in Q2 2013. 467 funds tracked by Wall St. Rank hold DRI as of Q1 2014.

  • Zevin Asset Management reported no remaining Darden Restaurants position as of Q1 2014 after selling out during the quarter.
  • Zevin Asset Management sold 5,079 Darden Restaurants shares in Q1 2014, an estimated $247K.
  • Zevin Asset Management first reported a position in Darden Restaurants in Q2 2013 and held it in 3 quarters.
  • Zevin Asset Management's Darden Restaurants position peaked at $2.55M in Q2 2013.
  • 467 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2014.

Based on Zevin Asset Management's 13F filing for Q1 2014, filed 13 May 2014.