Claris Advisors’s Darden Restaurants DRI Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-6	Closed	-$985	–	369
2024 Q3	$985	Buy	+6	New	+$908	﹤0.01%	439

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

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

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

Claris Advisors's DRI Position: Q4 2024 in Review

Claris Advisors sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 6 shares — an estimated $985 sold.

Claris Advisors first reported a position in DRI in Q3 2024 and held it in 1 quarter. The position peaked at $985 in Q3 2024. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Claris Advisors reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Darden Restaurants shares in Q4 2024, an estimated $985.
Claris Advisors first reported a position in Darden Restaurants in Q3 2024 and held it in 1 quarter.
Claris Advisors's Darden Restaurants position peaked at $985 in Q3 2024.
948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.