Sowell Financial Services’s Cracker Barrel CBRL Stock Holding History

Sowell Financial Services’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	-1,771	Closed	-$287K	–	868
2021 Q1	$287K	Buy	1,771 +1,544	+680%	+$235K	0.01%	866
2020 Q4	$30K	Hold	227	–	–	﹤0.01%	1577
2020 Q3	$26K	Sell	227 -189	-45%	-$22.2K	﹤0.01%	1440
2020 Q2	$46K	Sell	416 -63	-13%	-$6.25K	﹤0.01%	1182
2020 Q1	$40K	Buy	479 +418	+685%	+$57.4K	﹤0.01%	1125
2019 Q4	$9K	Buy	61 +29	+91%	+$4.56K	﹤0.01%	1707
2019 Q3	$5K	Buy	+32	New	+$5.39K	﹤0.01%	1748

Other funds holding CBRL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

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