LI
BLMN icon

LRI Investments’s Bloomin' Brands BLMN Stock Holding History

LRI Investments’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
-430
Closed -$5.78K – 1156
2024
Q3 		$5.78K Sell
430
-371
-46% -$6.58K ﹤0.01% 899
2024
Q2 		$15.4K Hold
801
– – ﹤0.01% 660
2024
Q1 		$23K Buy
+801
New +$21.8K 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

LRI Investments's BLMN Position: Q4 2024 in Review

LRI Investments sold out of Bloomin' Brands (BLMN) in Q4 2024, closing a stake of 430 shares — an estimated $5.78K sold.

LRI Investments first reported a position in BLMN in Q1 2024 and held it in 3 quarters. The position peaked at $23K in Q1 2024. 231 funds tracked by Wall St. Rank hold BLMN as of Q4 2024.

  • LRI Investments reported no remaining Bloomin' Brands position as of Q4 2024 after selling out during the quarter.
  • LRI Investments sold 430 Bloomin' Brands shares in Q4 2024, an estimated $5.78K.
  • LRI Investments first reported a position in Bloomin' Brands in Q1 2024 and held it in 3 quarters.
  • LRI Investments's Bloomin' Brands position peaked at $23K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Bloomin' Brands as of Q4 2024.

Based on LRI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.