IHT Wealth Management’s Bloomin' Brands BLMN Stock Holding History

IHT Wealth 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 Q2	–	Sell	-62,896	Closed	-$1.61M	–	973
2023 Q1	$1.61M	Sell	62,896 -8,448	-12%	-$210K	0.09%	220
2022 Q4	$1.44M	Sell	71,344 -5,329	-7%	-$115K	0.09%	229
2022 Q3	$1.41M	Buy	76,673 +336	+0.4%	+$6.68K	0.11%	212
2022 Q2	$1.27M	Sell	76,337 -3,805	-5%	-$77.2K	0.11%	190
2022 Q1	$1.76M	Buy	80,142 +778	+1%	+$16.8K	0.13%	162
2021 Q4	$1.67M	Buy	79,364 +18,513	+30%	+$391K	0.12%	168
2021 Q3	$1.52M	Sell	60,851 -559	-0.9%	-$14.5K	0.12%	160
2021 Q2	$1.67M	Sell	61,410 -26,785	-30%	-$758K	0.11%	195
2021 Q1	$2.39M	Buy	88,195 +2,005	+2%	+$48.6K	0.17%	134
2020 Q4	$1.67M	Sell	86,190 -28	-0%	-$477	0.14%	159
2020 Q3	$1.32M	Buy	86,218 +787	+0.9%	+$10.2K	0.13%	163
2020 Q2	$911K	Buy	+85,431	New	+$884K	0.12%	178

Other funds holding BLMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IHT Wealth Management's BLMN Position: Q2 2023 in Review

IHT Wealth Management sold out of Bloomin' Brands (BLMN) in Q2 2023, closing a stake of 62,896 shares — an estimated $1.61M sold.

IHT Wealth Management first reported a position in BLMN in Q2 2020 and held it in 12 quarters. The position peaked at $2.39M in Q1 2021. 263 funds tracked by Wall St. Rank hold BLMN as of Q2 2023.

IHT Wealth Management reported no remaining Bloomin' Brands position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 62,896 Bloomin' Brands shares in Q2 2023, an estimated $1.61M.
IHT Wealth Management first reported a position in Bloomin' Brands in Q2 2020 and held it in 12 quarters.
IHT Wealth Management's Bloomin' Brands position peaked at $2.39M in Q1 2021.
263 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.