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Institutional & Family Asset Management’s Cracker Barrel CBRL Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$7.84K Hold
186
– – ﹤0.01% 445
2024
Q1 		$13.5K Hold
186
– – ﹤0.01% 373
2023
Q4 		$14.3K Buy
+186
New +$13.3K ﹤0.01% 349

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's CBRL Position: Q2 2024 in Review

Institutional & Family Asset Management held its Cracker Barrel (CBRL) position steady in Q2 2024 at 186 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Institutional & Family Asset Management first reported a position in CBRL in Q4 2023 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2023. 275 funds tracked by Wall St. Rank hold CBRL as of Q2 2024.

  • Institutional & Family Asset Management held 186 shares of Cracker Barrel worth $7.84K as of Q2 2024.
  • Institutional & Family Asset Management left its Cracker Barrel share count unchanged in Q2 2024.
  • Cracker Barrel made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #445 holding.
  • Institutional & Family Asset Management first reported a position in Cracker Barrel in Q4 2023 and has held it in 3 quarters since.
  • Institutional & Family Asset Management's Cracker Barrel position peaked at $14.3K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.