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Morton Brown Family Wealth’s Cracker Barrel CBRL Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-14
Closed -$1.59K – 198
2023
Q1 		$1.59K Buy
+14
New +$1.53K ﹤0.01% 217

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morton Brown Family Wealth's CBRL Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Cracker Barrel (CBRL) in Q2 2023, closing a stake of 14 shares — an estimated $1.59K sold.

Morton Brown Family Wealth first reported a position in CBRL in Q1 2023 and held it in 1 quarter. The position peaked at $1.59K in Q1 2023. 307 funds tracked by Wall St. Rank hold CBRL as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Cracker Barrel position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 14 Cracker Barrel shares in Q2 2023, an estimated $1.59K.
  • Morton Brown Family Wealth first reported a position in Cracker Barrel in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Cracker Barrel position peaked at $1.59K in Q1 2023.
  • 307 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.