MinichMacGregor Wealth Management’s Cracker Barrel CBRL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-73	Closed	-$7K	–	175
2022 Q4	$7K	Buy	+73	New	+$7.61K	﹤0.01%	447
2018 Q4	–	Sell	-165	Closed	-$24K	–	161
2018 Q3	$24K	Buy	165 +100	+154%	+$15K	0.02%	197
2018 Q2	$10K	Buy	65 +1	+2%	+$161	0.01%	299
2018 Q1	$10K	Hold	64	–	–	0.01%	303
2017 Q4	$10K	Buy	64 +1	+2%	+$157	0.01%	297
2017 Q3	$9K	Hold	63	–	–	0.01%	296
2017 Q2	$10K	Buy	63 +1	+2%	+$163	0.01%	269
2017 Q1	$9K	Hold	62	–	–	0.01%	287
2016 Q4	$10K	Buy	62 +1	+2%	+$151	0.01%	258
2016 Q3	$8K	Hold	61	–	–	0.01%	293
2016 Q2	$10K	Buy	61 +1	+2%	+$156	0.01%	253
2016 Q1	$9K	Buy	60 +1	+2%	+$138	0.01%	262
2015 Q4	$8K	Buy	+59	New	+$7.96K	0.01%	255

Other funds holding CBRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's CBRL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cracker Barrel (CBRL) in Q1 2023, closing a stake of 73 shares — an estimated $7K sold.

MinichMacGregor Wealth Management first reported a position in CBRL in Q4 2015 and held it in 13 quarters. The position peaked at $24K in Q3 2018. 323 funds tracked by Wall St. Rank hold CBRL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Cracker Barrel position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 73 Cracker Barrel shares in Q1 2023, an estimated $7K.
MinichMacGregor Wealth Management first reported a position in Cracker Barrel in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Cracker Barrel position peaked at $24K in Q3 2018.
323 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.