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Avior Wealth Management’s Charles River Laboratories CRL Stock Holding History

Avior Wealth Management’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29
Closed -$5.35K – 1079
2024
Q4 		$5.35K Buy
+29
New +$5.59K ﹤0.01% 1835
2024
Q2 		– Sell
-483
Closed -$131K – 2589
2024
Q1 		$131K Buy
+483
New +$115K 0.01% 852
2022
Q2 		– Sell
-527
Closed -$129K – 1087
2022
Q1 		$149K Hold
527
– – 0.01% 464
2021
Q4 		$198K Hold
527
– – 0.02% 431
2021
Q3 		$217K Sell
527
-25
-5% -$10.4K 0.02% 411
2021
Q2 		$204K Sell
552
-3,375
-86% -$1.13M 0.02% 400
2021
Q1 		$1.14M Sell
3,927
-473
-11% -$131K 0.12% 158
2020
Q4 		$1.1M Buy
4,400
+368
+9% +$87.6K 0.14% 141
2020
Q3 		$913K Sell
4,032
-260
-6% -$54K 0.13% 147
2020
Q2 		$748K Buy
4,292
+2,022
+89% +$323K 0.12% 163
2020
Q1 		$286K Hold
2,270
– – 0.06% 280
2019
Q4 		$346K Hold
2,270
– – 0.06% 294
2019
Q3 		$300K Buy
2,270
+410
+22% +$55K 0.05% 300
2019
Q2 		$264K Sell
1,860
-350
-16% -$47.5K 0.05% 319
2019
Q1 		$321K Buy
2,210
+720
+48% +$94.6K 0.07% 264
2018
Q4 		$168K Buy
+1,490
New +$187K 0.04% 345

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's CRL Position: Q1 2025 in Review

Avior Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 29 shares — an estimated $5.35K sold.

Avior Wealth Management first reported a position in CRL in Q4 2018 and held it in 16 quarters. The position peaked at $1.14M in Q1 2021. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • Avior Wealth Management reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 29 Charles River Laboratories shares in Q1 2025, an estimated $5.35K.
  • Avior Wealth Management first reported a position in Charles River Laboratories in Q4 2018 and held it in 16 quarters.
  • Avior Wealth Management's Charles River Laboratories position peaked at $1.14M in Q1 2021.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.