Institutional & Family Asset Management’s Bloomin' Brands BLMN Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell	-436	Closed	-$12.3K	–	739
2023 Q4	$12.3K	Hold	436	–	–	﹤0.01%	365
2023 Q3	$10.7K	Hold	436	–	–	﹤0.01%	364
2023 Q2	$11.7K	Buy	436 +4	+0.9%	+$100	﹤0.01%	368
2023 Q1	$11.1K	Hold	432	–	–	﹤0.01%	369
2022 Q4	$8.69K	Sell	432 -11	-2%	-$238	﹤0.01%	390
2022 Q3	$8K	Hold	443	–	–	﹤0.01%	403
2022 Q2	$7K	Buy	443 +130	+42%	+$2.64K	﹤0.01%	429
2022 Q1	$7K	Hold	313	–	–	﹤0.01%	482
2021 Q4	$7K	Hold	313	–	–	﹤0.01%	493
2021 Q3	$8K	Hold	313	–	–	﹤0.01%	574
2021 Q2	$8K	Hold	313	–	–	﹤0.01%	626
2021 Q1	$8K	Buy	+313	New	+$7.58K	﹤0.01%	598

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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Institutional & Family Asset Management's BLMN Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Bloomin' Brands (BLMN) in Q1 2024, closing a stake of 436 shares — an estimated $12.3K sold.

Institutional & Family Asset Management first reported a position in BLMN in Q1 2021 and held it in 12 quarters. The position peaked at $12.3K in Q4 2023. 284 funds tracked by Wall St. Rank hold BLMN as of Q1 2024.

Institutional & Family Asset Management reported no remaining Bloomin' Brands position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 436 Bloomin' Brands shares in Q1 2024, an estimated $12.3K.
Institutional & Family Asset Management first reported a position in Bloomin' Brands in Q1 2021 and held it in 12 quarters.
Institutional & Family Asset Management's Bloomin' Brands position peaked at $12.3K in Q4 2023.
284 funds tracked by Wall St. Rank held Bloomin' Brands as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.