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Legacy Financial Advisors’s Cracker Barrel CBRL Stock Holding History

Legacy Financial Advisors’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
Q3 		– Sell
-5,056
Closed -$213K – 360
2024
Q2 		$213K Buy
+5,056
New +$271K 0.04% 310
2019
Q2 		– Sell
-168
Closed -$27K – 241
2019
Q1 		$27K Buy
168
+128
+320% +$21K 0.01% 394
2018
Q4 		$6K Buy
40
+5
+14% +$822 ﹤0.01% 688
2018
Q3 		$5K Hold
35
– – ﹤0.01% 678
2018
Q2 		$5K Hold
35
– – ﹤0.01% 687
2018
Q1 		$5K Hold
35
– – ﹤0.01% 624
2017
Q4 		$5K Buy
+35
New +$5.49K ﹤0.01% 621

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's CBRL Position: Q3 2024 in Review

Legacy Financial Advisors sold out of Cracker Barrel (CBRL) in Q3 2024, closing a stake of 5,056 shares — an estimated $213K sold.

Legacy Financial Advisors first reported a position in CBRL in Q4 2017 and held it in 7 quarters. The position peaked at $213K in Q2 2024. 260 funds tracked by Wall St. Rank hold CBRL as of Q3 2024.

  • Legacy Financial Advisors reported no remaining Cracker Barrel position as of Q3 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,056 Cracker Barrel shares in Q3 2024, an estimated $213K.
  • Legacy Financial Advisors first reported a position in Cracker Barrel in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Cracker Barrel position peaked at $213K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2024.

Based on Legacy Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.