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Baldwin Wealth Partners’s Charles River Laboratories CRL Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-21,290
Closed -$4.19M – 400
2024
Q3 		$4.19M Sell
21,290
-970
-4% -$202K 0.29% 64
2024
Q2 		$4.6M Sell
22,260
-117
-0.5% -$26.5K 0.36% 60
2024
Q1 		$6.06M Buy
22,377
+22,266
+20,059% +$5.32M 0.46% 57
2023
Q4 		$26.2K Sell
111
-22
-17% -$4.33K ﹤0.01% 468
2023
Q3 		$26.1K Hold
133
– – ﹤0.01% 478
2023
Q2 		$28K Hold
133
– – ﹤0.01% 494
2023
Q1 		$26.8K Hold
133
– – ﹤0.01% 513
2022
Q4 		$29K Hold
133
– – ﹤0.01% 498
2022
Q3 		$26K Hold
133
– – ﹤0.01% 419
2022
Q2 		$28K Hold
133
– – ﹤0.01% 435
2022
Q1 		$38K Hold
133
– – ﹤0.01% 409
2021
Q4 		$50K Hold
133
– – 0.01% 343
2021
Q3 		$55K Buy
+133
New +$55.2K 0.01% 334

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return