JWM
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Jeppson Wealth Management’s Cracker Barrel CBRL Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-340
Closed -$39K – 179
2020
Q3 		$39K Buy
+340
New +$39.9K 0.03% 242

Other funds holding CBRL

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's CBRL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Cracker Barrel (CBRL) in Q4 2020, closing a stake of 340 shares — an estimated $39K sold.

Jeppson Wealth Management first reported a position in CBRL in Q3 2020 and held it in 1 quarter. The position peaked at $39K in Q3 2020. 336 funds tracked by Wall St. Rank hold CBRL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Cracker Barrel position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 340 Cracker Barrel shares in Q4 2020, an estimated $39K.
  • Jeppson Wealth Management first reported a position in Cracker Barrel in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Cracker Barrel position peaked at $39K in Q3 2020.
  • 336 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.