CA
CBRL icon

Crewe Advisors’s Cracker Barrel CBRL Stock Holding History

Crewe Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-36
Closed -$3K – 1058
2022
Q3 		$3K Hold
36
– – ﹤0.01% 944
2022
Q2 		$3K Buy
+36
New +$3.74K ﹤0.01% 872
2021
Q3 		– Sell
-15
Closed -$2K – 408
2021
Q2 		$2K Sell
15
-12
-44% -$1.93K ﹤0.01% 392
2021
Q1 		$5K Hold
27
– – ﹤0.01% 363
2020
Q4 		$4K Hold
27
– – ﹤0.01% 364
2020
Q3 		$3K Buy
+27
New +$3.17K ﹤0.01% 429
2018
Q3 		– Sell
-210
Closed -$33K – 237
2018
Q2 		$33K Buy
210
+30
+17% +$4.84K 0.03% 151
2018
Q1 		$29K Sell
180
-32
-15% -$5.3K 0.03% 156
2017
Q4 		$34K Buy
+212
New +$33.3K 0.03% 150

Other funds holding CBRL

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
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crewe Advisors's CBRL Position: Q4 2022 in Review

Crewe Advisors sold out of Cracker Barrel (CBRL) in Q4 2022, closing a stake of 36 shares — an estimated $3K sold.

Crewe Advisors first reported a position in CBRL in Q4 2017 and held it in 9 quarters. The position peaked at $34K in Q4 2017. 332 funds tracked by Wall St. Rank hold CBRL as of Q4 2022.

  • Crewe Advisors reported no remaining Cracker Barrel position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 36 Cracker Barrel shares in Q4 2022, an estimated $3K.
  • Crewe Advisors first reported a position in Cracker Barrel in Q4 2017 and held it in 9 quarters.
  • Crewe Advisors's Cracker Barrel position peaked at $34K in Q4 2017.
  • 332 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.