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Loring Wolcott & Coolidge Fiduciary Advisors’s Cracker Barrel CBRL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-52
Closed -$7K – 373
2020
Q4 		$7K Buy
+52
New +$6.69K ﹤0.01% 630

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State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBRL Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cracker Barrel (CBRL) in Q1 2021, closing a stake of 52 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBRL in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 333 funds tracked by Wall St. Rank hold CBRL as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cracker Barrel position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 52 Cracker Barrel shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cracker Barrel in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cracker Barrel position peaked at $7K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.