MPS Loria Financial Planners’s Cracker Barrel CBRL Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-484	Closed	-$83K	–	171
2021 Q1	$83K	Sell	484 -60	-11%	-$9.14K	0.04%	126
2020 Q4	$69K	Buy	544 +60	+12%	+$7.72K	0.03%	140
2020 Q3	$56K	Buy	484 +4	+0.8%	+$469	0.03%	140
2020 Q2	$53K	Buy	+480	New	+$47.6K	0.03%	141
2017 Q3	–	Sell	-444	Closed	-$68K	–	121
2017 Q2	$68K	Buy	+444	New	+$72.3K	0.05%	129

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MPS Loria Financial Planners's CBRL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Cracker Barrel (CBRL) in Q2 2021, closing a stake of 484 shares — an estimated $83K sold.

MPS Loria Financial Planners first reported a position in CBRL in Q2 2017 and held it in 5 quarters. The position peaked at $83K in Q1 2021. 341 funds tracked by Wall St. Rank hold CBRL as of Q2 2021.

MPS Loria Financial Planners reported no remaining Cracker Barrel position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 484 Cracker Barrel shares in Q2 2021, an estimated $83K.
MPS Loria Financial Planners first reported a position in Cracker Barrel in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Cracker Barrel position peaked at $83K in Q1 2021.
341 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.