The Family Firm’s Darden Restaurants DRI Stock Holding History

The Family Firm’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	-30	Closed	-$4.48K	–	367
2024 Q2	$4.48K	Buy	+30	New	+$4.57K	﹤0.01%	748

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

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

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

The Family Firm's DRI Position: Q3 2024 in Review

The Family Firm sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 30 shares — an estimated $4.48K sold.

The Family Firm first reported a position in DRI in Q2 2024 and held it in 1 quarter. The position peaked at $4.48K in Q2 2024. 881 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

The Family Firm reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 30 Darden Restaurants shares in Q3 2024, an estimated $4.48K.
The Family Firm first reported a position in Darden Restaurants in Q2 2024 and held it in 1 quarter.
The Family Firm's Darden Restaurants position peaked at $4.48K in Q2 2024.
881 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.