Poehling Capital Management’s Diversified Restaurant Holdings, Inc. Common stock SAUC Stock Holding History

Poehling Capital Management’s Portfolio SAUC Stock Details SAUC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-443,593	Closed	-$261K	–	113
2019 Q3	$261K	Sell	443,593 -19,599	-4%	-$12.5K	0.19%	86
2019 Q2	$343K	Buy	463,192 +14,159	+3%	+$12.4K	0.23%	82
2019 Q1	$401K	Sell	449,033 -1,000	-0.2%	-$997	0.29%	78
2018 Q4	$437K	Sell	450,033 -6,875	-2%	-$8.22K	0.42%	61
2018 Q3	$640K	Sell	456,908 -63,990	-12%	-$73.8K	0.45%	60
2018 Q2	$651K	Sell	520,898 -293,927	-36%	-$369K	0.57%	50
2018 Q1	$1.1M	Buy	814,825 +67,241	+9%	+$103K	0.89%	37
2017 Q4	$1.2M	Buy	+747,584	New	+$1.21M	1.02%	37

Other funds holding SAUC

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

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

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Poehling Capital Management's SAUC Position: Q4 2019 in Review

Poehling Capital Management sold out of Diversified Restaurant Holdings, Inc. Common stock (SAUC) in Q4 2019, closing a stake of 443,593 shares — an estimated $261K sold.

Poehling Capital Management first reported a position in SAUC in Q4 2017 and held it in 8 quarters. The position peaked at $1.2M in Q4 2017. 16 funds tracked by Wall St. Rank hold SAUC as of Q4 2019.

Poehling Capital Management reported no remaining Diversified Restaurant Holdings, Inc. Common stock position as of Q4 2019 after selling out during the quarter.
Poehling Capital Management sold 443,593 Diversified Restaurant Holdings, Inc. Common stock shares in Q4 2019, an estimated $261K.
Poehling Capital Management first reported a position in Diversified Restaurant Holdings, Inc. Common stock in Q4 2017 and held it in 8 quarters.
Poehling Capital Management's Diversified Restaurant Holdings, Inc. Common stock position peaked at $1.2M in Q4 2017.
16 funds tracked by Wall St. Rank held Diversified Restaurant Holdings, Inc. Common stock as of Q4 2019.

Based on Poehling Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.