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Ancora Advisors’s Bloomin' Brands BLMN Stock Holding History

Ancora Advisors’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$123 – 1762
2023
Q3 		$123 Hold
5
– – ﹤0.01% 1725
2023
Q2 		$134 Hold
5
– – ﹤0.01% 1730
2023
Q1 		$128 Hold
5
– – ﹤0.01% 1874
2022
Q4 		$0 Hold
5
– – ﹤0.01% 1811
2022
Q3 		$0 Buy
+5
New +$99 ﹤0.01% 2063

Other funds holding BLMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ancora Advisors's BLMN Position: Q4 2023 in Review

Ancora Advisors sold out of Bloomin' Brands (BLMN) in Q4 2023, closing a stake of 5 shares — an estimated $123 sold.

Ancora Advisors first reported a position in BLMN in Q3 2022 and held it in 5 quarters. The position peaked at $134 in Q2 2023. 266 funds tracked by Wall St. Rank hold BLMN as of Q4 2023.

  • Ancora Advisors reported no remaining Bloomin' Brands position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 5 Bloomin' Brands shares in Q4 2023, an estimated $123.
  • Ancora Advisors first reported a position in Bloomin' Brands in Q3 2022 and held it in 5 quarters.
  • Ancora Advisors's Bloomin' Brands position peaked at $134 in Q2 2023.
  • 266 funds tracked by Wall St. Rank held Bloomin' Brands as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.