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FineMark National Bank & Trust’s Darden Restaurants DRI Stock Holding History

FineMark National Bank & Trust’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
Q3 		– Sell
-1,491
Closed -$226K – 428
2024
Q2 		$226K Sell
1,491
-23,482
-94% -$3.57M 0.01% 379
2024
Q1 		$4.17M Sell
24,973
-25
-0.1% -$4.15K 0.16% 115
2023
Q4 		$4.11M Sell
24,998
-171
-0.7% -$25.9K 0.17% 111
2023
Q3 		$3.6M Buy
25,169
+102
+0.4% +$16.2K 0.16% 117
2023
Q2 		$4.19M Buy
25,067
+81
+0.3% +$12.7K 0.17% 114
2023
Q1 		$3.88M Buy
24,986
+1,179
+5% +$174K 0.17% 115
2022
Q4 		$3.29M Buy
23,807
+396
+2% +$55.2K 0.15% 118
2022
Q3 		$2.96M Buy
23,411
+655
+3% +$81.9K 0.14% 125
2022
Q2 		$2.57M Buy
22,756
+556
+3% +$69.4K 0.11% 137
2022
Q1 		$2.95M Buy
22,200
+1,085
+5% +$150K 0.12% 136
2021
Q4 		$3.18M Sell
21,115
-200
-0.9% -$29.6K 0.12% 131
2021
Q3 		$3.23M Buy
+21,315
New +$3.13M 0.14% 123
2017
Q1 		– Sell
-1,609
Closed -$117K – 539
2016
Q4 		$117K Hold
1,609
– – 0.01% 438
2016
Q3 		$99K Hold
1,609
– – 0.01% 459
2016
Q2 		$102K Hold
1,609
– – 0.01% 441
2016
Q1 		$107K Hold
1,609
– – 0.01% 417
2015
Q4 		$103K Sell
1,609
-191
-11% -$11.1K 0.01% 436
2015
Q3 		$111K Hold
1,800
– – 0.02% 428
2015
Q2 		$115K Sell
1,800
-145
-7% -$8.58K 0.02% 448
2015
Q1 		$121K Sell
1,945
-508
-21% -$28.4K 0.02% 439
2014
Q4 		$129K Buy
2,453
+301
+14% +$14.6K 0.02% 439
2014
Q3 		$99K Hold
2,152
– – 0.02% 474
2014
Q2 		$89K Sell
2,152
-10
-0.5% -$443 0.02% 499
2014
Q1 		$98K Buy
2,162
+1,010
+88% +$45.2K 0.02% 460
2013
Q4 		$56K Sell
1,152
-5,814
-83% -$269K 0.01% 552
2013
Q3 		$288K Buy
6,966
+610
+10% +$26.5K 0.07% 238
2013
Q2 		$287K Buy
+6,356
New +$294K 0.09% 208

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

FineMark National Bank & Trust's DRI Position: Q3 2024 in Review

FineMark National Bank & Trust sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,491 shares — an estimated $226K sold.

FineMark National Bank & Trust first reported a position in DRI in Q2 2013 and held it in 27 quarters. The position peaked at $4.19M in Q2 2023. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • FineMark National Bank & Trust reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,491 Darden Restaurants shares in Q3 2024, an estimated $226K.
  • FineMark National Bank & Trust first reported a position in Darden Restaurants in Q2 2013 and held it in 27 quarters.
  • FineMark National Bank & Trust's Darden Restaurants position peaked at $4.19M in Q2 2023.
  • 881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on FineMark National Bank & Trust's 13F filing for Q3 2024, filed 13 Nov 2024.