FGC
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Financial Gravity Companies’s Cracker Barrel CBRL Stock Holding History

Financial Gravity Companies’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
Q4 		$12K Buy
+73
New +$12K 0.01% 556
2018
Q1 		$42K Buy
257
+235
+1,068% +$38.9K 0.04% 354
2017
Q4 		$4K Buy
+22
New +$3.45K ﹤0.01% 753

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Gravity Companies's CBRL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Cracker Barrel (CBRL) in Q4 2018: 73 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CBRL as recently as Q1 2018.

Financial Gravity Companies first reported a position in CBRL in Q4 2017 and has held it in 3 quarters since. The position peaked at $42K in Q1 2018. 371 funds tracked by Wall St. Rank hold CBRL as of Q4 2018.

  • Financial Gravity Companies held 73 shares of Cracker Barrel worth $12K as of Q4 2018.
  • Cracker Barrel was a new Financial Gravity Companies position in Q4 2018.
  • Cracker Barrel made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #556 holding.
  • Financial Gravity Companies first reported a position in Cracker Barrel in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Cracker Barrel position peaked at $42K in Q1 2018.
  • 371 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.