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

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bleakley Financial Group's DRI Position: Q1 2025 in Review

Bleakley Financial Group sold out of Darden Restaurants (DRI) in Q1 2025, closing a stake of 3,020 shares — an estimated $564K sold.

Bleakley Financial Group first reported a position in DRI in Q4 2022 and held it in 9 quarters. The position peaked at $645K in Q1 2024. 1,013 funds tracked by Wall St. Rank hold DRI as of Q1 2025.

Bleakley Financial Group reported no remaining Darden Restaurants position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 3,020 Darden Restaurants shares in Q1 2025, an estimated $564K.
Bleakley Financial Group first reported a position in Darden Restaurants in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Darden Restaurants position peaked at $645K in Q1 2024.
1,013 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.