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Paloma Partners’s Darden Restaurants DRI Stock Holding History

Paloma Partners’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
Q1 		– Sell
-10,100
Closed -$1.66M – 858
2023
Q4 		$1.66M Sell
10,100
-17,800
-64% -$2.7M 0.06% 311
2023
Q3 		$4M Buy
27,900
+22,200
+389% +$3.52M 0.14% 133
2023
Q2 		$952K Buy
+5,700
New +$895K 0.03% 374
2023
Q1 		– Sell
-3,800
Closed -$526K – 804
2022
Q4 		$526K Buy
+3,800
New +$530K 0.02% 509
2020
Q1 		– Sell
-17,700
Closed -$1.93M – 1438
2019
Q4 		$1.93M Buy
17,700
+13,600
+332% +$1.54M 0.03% 605
2019
Q3 		$485K Sell
4,100
-10,600
-72% -$1.29M 0.01% 1188
2019
Q2 		$1.79M Buy
+14,700
New +$1.75M 0.03% 457
2018
Q4 		– Sell
-26,300
Closed -$2.92M – 1385
2018
Q3 		$2.92M Buy
26,300
+6,800
+35% +$766K 0.05% 322
2018
Q2 		$2.09M Buy
+19,500
New +$1.79M 0.04% 431
2018
Q1 		– Sell
-35,700
Closed -$3.43M – 2018
2017
Q4 		$3.43M Hold
35,700
– – 0.05% 427
2017
Q3 		$2.81M Hold
35,700
– – 0.04% 540
2017
Q2 		$3.23M Buy
35,700
+3,700
+12% +$323K 0.04% 485
2017
Q1 		$2.68M Sell
32,000
-20,000
-38% -$1.5M 0.03% 616
2016
Q4 		$3.78M Sell
52,000
-16,700
-24% -$1.16M 0.04% 360
2016
Q3 		$4.21M Buy
68,700
+22,700
+49% +$1.41M 0.05% 248
2016
Q2 		$2.91M Buy
46,000
+30,000
+188% +$1.96M 0.03% 482
2016
Q1 		$1.06M Buy
+16,000
New +$1.01M 0.02% 839

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paloma Partners's DRI Position: Q4 2024 in Review

Paloma Partners sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 2,556 shares — an estimated $420K sold.

Paloma Partners first reported a position in DRI in Q2 2013 and held it in 34 quarters. The position peaked at $14.5M in Q1 2021. 948 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

  • Paloma Partners reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 2,556 Darden Restaurants shares in Q4 2024, an estimated $420K.
  • Paloma Partners first reported a position in Darden Restaurants in Q2 2013 and held it in 34 quarters.
  • Paloma Partners's Darden Restaurants position peaked at $14.5M in Q1 2021.
  • 948 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.