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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return