FIM
BLMN icon

Freedom Investment Management’s Bloomin' Brands BLMN Stock Holding History

Freedom Investment Management’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
-11,636
Closed -$286K – 749
2023
Q3 		$286K Sell
11,636
-1,402
-11% -$37.2K 0.04% 523
2023
Q2 		$351K Sell
13,038
-2,027
-13% -$50.8K 0.04% 493
2023
Q1 		$386K Sell
15,065
-5,568
-27% -$138K 0.04% 481
2022
Q4 		$415K Sell
20,633
-156
-0.8% -$3.38K 0.05% 485
2022
Q3 		$381K Sell
20,789
-481
-2% -$9.56K 0.04% 498
2022
Q2 		$354K Sell
21,270
-85
-0.4% -$1.73K 0.04% 554
2022
Q1 		$469K Sell
21,355
-957
-4% -$20.6K 0.04% 485
2021
Q4 		$468K Buy
+22,312
New +$471K 0.03% 541

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

Freedom Investment Management's BLMN Position: Q4 2023 in Review

Freedom Investment Management sold out of Bloomin' Brands (BLMN) in Q4 2023, closing a stake of 11,636 shares — an estimated $286K sold.

Freedom Investment Management first reported a position in BLMN in Q4 2021 and held it in 8 quarters. The position peaked at $469K in Q1 2022. 266 funds tracked by Wall St. Rank hold BLMN as of Q4 2023.

  • Freedom Investment Management reported no remaining Bloomin' Brands position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 11,636 Bloomin' Brands shares in Q4 2023, an estimated $286K.
  • Freedom Investment Management first reported a position in Bloomin' Brands in Q4 2021 and held it in 8 quarters.
  • Freedom Investment Management's Bloomin' Brands position peaked at $469K in Q1 2022.
  • 266 funds tracked by Wall St. Rank held Bloomin' Brands as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.