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Wintrust Investments’s Bloomin' Brands BLMN Stock Holding History

Wintrust 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
Q2 		– Sell
-9,169
Closed -$263K – 468
2024
Q1 		$263K Buy
+9,169
New +$249K 0.02% 402
2022
Q1 		– Sell
-9,964
Closed -$209K – 413
2021
Q4 		$209K Buy
+9,964
New +$210K 0.02% 398

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

Wintrust Investments's BLMN Position: Q2 2024 in Review

Wintrust Investments sold out of Bloomin' Brands (BLMN) in Q2 2024, closing a stake of 9,169 shares — an estimated $263K sold.

Wintrust Investments first reported a position in BLMN in Q4 2021 and held it in 2 quarters. The position peaked at $263K in Q1 2024. 239 funds tracked by Wall St. Rank hold BLMN as of Q2 2024.

  • Wintrust Investments reported no remaining Bloomin' Brands position as of Q2 2024 after selling out during the quarter.
  • Wintrust Investments sold 9,169 Bloomin' Brands shares in Q2 2024, an estimated $263K.
  • Wintrust Investments first reported a position in Bloomin' Brands in Q4 2021 and held it in 2 quarters.
  • Wintrust Investments's Bloomin' Brands position peaked at $263K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Bloomin' Brands as of Q2 2024.

Based on Wintrust Investments's 13F filing for Q2 2024, filed 13 Aug 2024.