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Mount Yale Investment Advisors’s Bloomin' Brands BLMN Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,531
Closed -$21.8K – 781
2025
Q2 		$21.8K Buy
+2,531
New +$20.3K ﹤0.01% 1027

Other funds holding BLMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Mount Yale Investment Advisors's BLMN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Bloomin' Brands (BLMN) in Q3 2025, closing a stake of 2,531 shares — an estimated $21.8K sold.

Mount Yale Investment Advisors first reported a position in BLMN in Q2 2025 and held it in 1 quarter. The position peaked at $21.8K in Q2 2025. 230 funds tracked by Wall St. Rank hold BLMN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Bloomin' Brands position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,531 Bloomin' Brands shares in Q3 2025, an estimated $21.8K.
  • Mount Yale Investment Advisors first reported a position in Bloomin' Brands in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Bloomin' Brands position peaked at $21.8K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held Bloomin' Brands as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.