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Econ Financial Services’s Bloomin' Brands BLMN Stock Holding History

Econ Financial Services’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
2024
Q3 		– Sell
-47,227
Closed -$908K – 72
2024
Q2 		$908K Buy
47,227
+24,838
+111% +$582K 0.56% 67
2024
Q1 		$642K Sell
22,389
-15,802
-41% -$430K 0.4% 71
2023
Q4 		$1.08M Buy
38,191
+13,054
+52% +$317K 0.76% 39
2023
Q3 		$618K Sell
25,137
-11,752
-32% -$312K 0.45% 52
2023
Q2 		$992K Buy
36,889
+2,116
+6% +$53K 0.7% 56
2023
Q1 		$892K Buy
+34,773
New +$864K 0.68% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Econ Financial Services's BLMN Position: Q3 2024 in Review

Econ Financial Services sold out of Bloomin' Brands (BLMN) in Q3 2024, closing a stake of 47,227 shares — an estimated $908K sold.

Econ Financial Services first reported a position in BLMN in Q1 2023 and held it in 6 quarters. The position peaked at $1.08M in Q4 2023. 247 funds tracked by Wall St. Rank hold BLMN as of Q3 2024.

  • Econ Financial Services reported no remaining Bloomin' Brands position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 47,227 Bloomin' Brands shares in Q3 2024, an estimated $908K.
  • Econ Financial Services first reported a position in Bloomin' Brands in Q1 2023 and held it in 6 quarters.
  • Econ Financial Services's Bloomin' Brands position peaked at $1.08M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Bloomin' Brands as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.