Evercore Wealth Management’s Cracker Barrel CBRL Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-200	Closed	-$32K	–	414
2017 Q4	$32K	Hold	200	–	–	﹤0.01%	643
2017 Q3	$30K	Hold	200	–	–	﹤0.01%	634
2017 Q2	$33K	Hold	200	–	–	﹤0.01%	633
2017 Q1	$32K	Hold	200	–	–	﹤0.01%	676
2016 Q4	$33K	Hold	200	–	–	﹤0.01%	676
2016 Q3	$26K	Hold	200	–	–	﹤0.01%	727
2016 Q2	$34K	Buy	+200	New	+$31.2K	﹤0.01%	657
2016 Q1	–	Sell	-85	Closed	-$11K	–	948
2015 Q4	$11K	Hold	85	–	–	﹤0.01%	840
2015 Q3	$13K	Sell	85 -100	-54%	-$15K	﹤0.01%	806
2015 Q2	$28K	Hold	185	–	–	﹤0.01%	729
2015 Q1	$28K	Buy	+185	New	+$26.1K	﹤0.01%	726

Other funds holding CBRL

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's CBRL Position: Q1 2018 in Review

Evercore Wealth Management sold out of Cracker Barrel (CBRL) in Q1 2018, closing a stake of 200 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in CBRL in Q1 2015 and held it in 11 quarters. The position peaked at $34K in Q2 2016. 360 funds tracked by Wall St. Rank hold CBRL as of Q1 2018.

Evercore Wealth Management reported no remaining Cracker Barrel position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 200 Cracker Barrel shares in Q1 2018, an estimated $32K.
Evercore Wealth Management first reported a position in Cracker Barrel in Q1 2015 and held it in 11 quarters.
Evercore Wealth Management's Cracker Barrel position peaked at $34K in Q2 2016.
360 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.