Paragon Financial Partners’s Darden Restaurants DRI Stock Holding History

Paragon Financial 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 Q4	–	Sell	-1,440	Closed	-$236K	–	73
2024 Q3	$236K	Hold	1,440	–	–	0.17%	77
2024 Q2	$218K	Hold	1,440	–	–	0.17%	76
2024 Q1	$241K	Hold	1,440	–	–	0.2%	77
2023 Q4	$237K	Sell	1,440 -4	-0.3%	-$606	0.23%	75
2023 Q3	$207K	Hold	1,444	–	–	0.21%	79
2023 Q2	$241K	Hold	1,444	–	–	0.23%	73
2023 Q1	$224K	Buy	+1,444	New	+$214K	0.23%	79
2022 Q1	–	Sell	-1,440	Closed	-$217K	–	87
2021 Q4	$217K	Buy	+1,440	New	+$213K	0.18%	83

Other funds holding DRI

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

BlackRock New York $5.72T 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paragon Financial Partners's DRI Position: Q4 2024 in Review

Paragon Financial Partners sold out of Darden Restaurants (DRI) in Q4 2024, closing a stake of 1,440 shares — an estimated $236K sold.

Paragon Financial Partners first reported a position in DRI in Q4 2021 and held it in 8 quarters. The position peaked at $241K in Q2 2023. 945 funds tracked by Wall St. Rank hold DRI as of Q4 2024.

Paragon Financial Partners reported no remaining Darden Restaurants position as of Q4 2024 after selling out during the quarter.
Paragon Financial Partners sold 1,440 Darden Restaurants shares in Q4 2024, an estimated $236K.
Paragon Financial Partners first reported a position in Darden Restaurants in Q4 2021 and held it in 8 quarters.
Paragon Financial Partners's Darden Restaurants position peaked at $241K in Q2 2023.
945 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.