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Stonebridge Financial Planning Group’s Cracker Barrel CBRL Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-100
Closed -$12K – 147
2021
Q4 		$12K Sell
100
-75
-43% -$10K 0.01% 328
2021
Q3 		$24K Sell
175
-100
-36% -$14K 0.01% 290
2021
Q2 		$40K Hold
275
– – 0.02% 228
2021
Q1 		$49K Sell
275
-200
-42% -$30.5K 0.03% 214
2020
Q4 		$63K Hold
475
– – 0.04% 179
2020
Q3 		$56K Hold
475
– – 0.04% 170
2020
Q2 		$50K Hold
475
– – 0.04% 179
2020
Q1 		$39K Hold
475
– – 0.04% 187
2019
Q4 		$73K Buy
+475
New +$74.8K 0.07% 148

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Financial Planning Group's CBRL Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Cracker Barrel (CBRL) in Q1 2022, closing a stake of 100 shares — an estimated $12K sold.

Stonebridge Financial Planning Group first reported a position in CBRL in Q4 2019 and held it in 9 quarters. The position peaked at $73K in Q4 2019. 316 funds tracked by Wall St. Rank hold CBRL as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Cracker Barrel position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Cracker Barrel shares in Q1 2022, an estimated $12K.
  • Stonebridge Financial Planning Group first reported a position in Cracker Barrel in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Cracker Barrel position peaked at $73K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.