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Westside Investment Management’s Cracker Barrel CBRL Stock Holding History

Westside Investment 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
2018
Q4 		$1.92K Hold
12
– – ﹤0.01% 633
2018
Q3 		$1.77K Hold
12
– – ﹤0.01% 682
2018
Q2 		$1.89K Hold
12
– – ﹤0.01% 769
2018
Q1 		$1.89K Hold
12
– – ﹤0.01% 764
2017
Q4 		$2.05K Buy
+12
New +$1.88K ﹤0.01% 784

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Westside Investment Management's CBRL Position: Q4 2018 in Review

Westside Investment Management held its Cracker Barrel (CBRL) position steady in Q4 2018 at 12 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Westside Investment Management first reported a position in CBRL in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.05K in Q4 2017. 371 funds tracked by Wall St. Rank hold CBRL as of Q4 2018.

  • Westside Investment Management held 12 shares of Cracker Barrel worth $1.92K as of Q4 2018.
  • Westside Investment Management left its Cracker Barrel share count unchanged in Q4 2018.
  • Cracker Barrel made up ﹤0.01% of Westside Investment Management's portfolio in Q4 2018, its #633 holding.
  • Westside Investment Management first reported a position in Cracker Barrel in Q4 2017 and has held it in 5 quarters since.
  • Westside Investment Management's Cracker Barrel position peaked at $2.05K in Q4 2017.
  • 371 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.