D. Scott Neal’s Cracker Barrel CBRL Stock Holding History

D. Scott Neal’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
2018 Q2	–	Sell	-313	Closed	-$50K	–	84
2018 Q1	$50K	Hold	313	–	–	0.03%	77
2017 Q4	$50K	Hold	313	–	–	0.03%	82
2017 Q3	$47K	Hold	313	–	–	0.03%	80
2017 Q2	$52K	Hold	313	–	–	0.04%	96
2017 Q1	$50K	Sell	313 -105	-25%	-$16.8K	0.03%	79
2016 Q4	$70K	Hold	418	–	–	0.05%	69
2016 Q3	$55K	Hold	418	–	–	0.04%	72
2016 Q2	$72K	Sell	418 -25	-6%	-$3.9K	0.06%	60
2016 Q1	$68K	Sell	443 -55	-11%	-$7.59K	0.06%	55
2015 Q4	$63K	Buy	+498	New	+$67.2K	0.05%	55

Other funds holding CBRL

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return