Bleakley Financial Group’s Darden Restaurants DRI Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-3,020	Closed	-$564K	–	635
2024 Q4	$564K	Sell	3,020 -7	-0.2%	-$1.17K	0.02%	586
2024 Q3	$497K	Sell	3,027 -748	-20%	-$113K	0.02%	604
2024 Q2	$571K	Sell	3,775 -84	-2%	-$12.8K	0.02%	567
2024 Q1	$645K	Buy	3,859 +221	+6%	+$36.7K	0.02%	542
2023 Q4	$598K	Sell	3,638 -51	-1%	-$7.72K	0.02%	539
2023 Q3	$528K	Sell	3,689 -146	-4%	-$23.2K	0.02%	528
2023 Q2	$641K	Buy	3,835 +568	+17%	+$89.2K	0.02%	517
2023 Q1	$507K	Buy	3,267 +253	+8%	+$37.4K	0.02%	566
2022 Q4	$417K	Buy	+3,014	New	+$420K	0.01%	595

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Capital International Investors

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

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Geode Capital Management

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JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return