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

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

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

Dimensional Fund Advisors

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

Bank of New York Mellon

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