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JFS Wealth Advisors’s Bloomin' Brands BLMN Stock Holding History

JFS Wealth 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
2024
Q4 		– Sell
-10
Closed -$166 – 1951
2024
Q3 		$166 Sell
10
-18
-64% -$319 ﹤0.01% 1879
2024
Q2 		$539 Sell
28
-2
-7% -$47 ﹤0.01% 1792
2024
Q1 		$861 Hold
30
– – ﹤0.01% 1690
2023
Q4 		$845 Buy
30
+13
+76% +$316 ﹤0.01% 1685
2023
Q3 		$419 Sell
17
-6
-26% -$159 ﹤0.01% 1771
2023
Q2 		$619 Sell
23
-1
-4% -$25 ﹤0.01% 1717
2023
Q1 		$616 Buy
24
+6
+33% +$149 ﹤0.01% 1689
2022
Q4 		$362 Buy
18
+3
+20% +$65 ﹤0.01% 1780
2022
Q3 		$0 Sell
15
-11
-42% -$219 ﹤0.01% 1743
2022
Q2 		$0 Buy
26
+14
+117% +$284 ﹤0.01% 1750
2022
Q1 		$0 Buy
12
+2
+20% +$43 ﹤0.01% 1825
2021
Q4 		$0 Sell
10
-2,933
-100% -$61.9K ﹤0.01% 1719
2021
Q3 		$74K Buy
+2,943
New +$76.2K 0.01% 362

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
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JFS Wealth Advisors's BLMN Position: Q4 2024 in Review

JFS Wealth Advisors sold out of Bloomin' Brands (BLMN) in Q4 2024, closing a stake of 10 shares — an estimated $166 sold.

JFS Wealth Advisors first reported a position in BLMN in Q3 2021 and held it in 13 quarters. The position peaked at $74K in Q3 2021. 231 funds tracked by Wall St. Rank hold BLMN as of Q4 2024.

  • JFS Wealth Advisors reported no remaining Bloomin' Brands position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 Bloomin' Brands shares in Q4 2024, an estimated $166.
  • JFS Wealth Advisors first reported a position in Bloomin' Brands in Q3 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Bloomin' Brands position peaked at $74K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Bloomin' Brands as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.