Donoghue Forlines’s Darden Restaurants DRI Stock Holding History

Donoghue Forlines’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	-7,832	Closed	-$1.29M	–	146
2024 Q3	$1.29M	Buy	7,832 +3,736	+91%	+$566K	0.37%	86
2024 Q2	$620K	Buy	4,096 +407	+11%	+$61.9K	0.18%	120
2024 Q1	$617K	Buy	+3,689	New	+$612K	0.18%	146
2023 Q4	–	Sell	-4,806	Closed	-$688K	–	226
2023 Q3	$688K	Sell	4,806 -5,232	-52%	-$830K	0.25%	130
2023 Q2	$1.68M	Sell	10,038 -1,794	-15%	-$282K	0.52%	34
2023 Q1	$1.84M	Buy	11,832 +5,115	+76%	+$757K	0.66%	22
2022 Q4	$929K	Buy	6,717 +2,942	+78%	+$410K	0.33%	104
2022 Q3	$477K	Sell	3,775 -413	-10%	-$51.6K	0.17%	104
2022 Q2	$474K	Sell	4,188 -3,241	-44%	-$405K	0.12%	230
2022 Q1	$988K	Buy	+7,429	New	+$1.03M	0.21%	139
2021 Q4	–	Sell	-12,521	Closed	-$1.9M	–	269
2021 Q3	$1.9M	Buy	+12,521	New	+$1.84M	0.37%	55

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 $3.37T AUM 44.26% 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

Donoghue Forlines's DRI Position: Q4 2024 in Review

Donoghue Forlines sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 7,832 shares — an estimated $1.29M sold.

Donoghue Forlines first reported a position in DRI in Q3 2021 and held it in 11 quarters. The position peaked at $1.9M in Q3 2021. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Donoghue Forlines reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Donoghue Forlines sold 7,832 Darden Restaurants shares in Q4 2024, an estimated $1.29M.
Donoghue Forlines first reported a position in Darden Restaurants in Q3 2021 and held it in 11 quarters.
Donoghue Forlines's Darden Restaurants position peaked at $1.9M in Q3 2021.
948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.