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Vanguard Personalized Indexing Management’s Bloomin' Brands BLMN Stock Holding History

Vanguard Personalized Indexing 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
Q2 		– Sell
-9,239
Closed -$265K – 1707
2024
Q1 		$265K Buy
9,239
+789
+9% +$21.5K 0.01% 1324
2023
Q4 		$238K Buy
8,450
+64
+0.8% +$1.55K 0.01% 1335
2023
Q3 		$206K Buy
+8,386
New +$223K 0.01% 1291

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Vanguard Personalized Indexing Management's BLMN Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Bloomin' Brands (BLMN) in Q2 2024, closing a stake of 9,239 shares — an estimated $265K sold.

Vanguard Personalized Indexing Management first reported a position in BLMN in Q3 2023 and held it in 3 quarters. The position peaked at $265K in Q1 2024. 239 funds tracked by Wall St. Rank hold BLMN as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining Bloomin' Brands position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 9,239 Bloomin' Brands shares in Q2 2024, an estimated $265K.
  • Vanguard Personalized Indexing Management first reported a position in Bloomin' Brands in Q3 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Bloomin' Brands position peaked at $265K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.