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SVA Wealth Management’s Cracker Barrel CBRL Stock Holding History

SVA Wealth Management’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
2019
Q1 		– Sell
-6,548
Closed -$1.05M – 209
2018
Q4 		$1.05M Sell
6,548
-826
-11% -$136K 0.12% 116
2018
Q3 		$1.08M Sell
7,374
-497
-6% -$74.5K 0.11% 119
2018
Q2 		$1.23M Sell
7,871
-2,379
-23% -$384K 0.13% 112
2018
Q1 		$1.55M Buy
10,250
+323
+3% +$53.5K 0.19% 104
2017
Q4 		$1.58M Sell
9,927
-323
-3% -$50.7K 0.18% 102
2017
Q3 		$1.55M Sell
10,250
-951
-8% -$145K 0.19% 104
2017
Q2 		$1.87M Buy
11,201
+472
+4% +$76.9K 0.24% 91
2017
Q1 		$1.71M Buy
+10,729
New +$1.72M 0.23% 93

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return