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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Baldwin Wealth Partners's CRL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 21,290 shares — an estimated $4.19M sold.

Baldwin Wealth Partners first reported a position in CRL in Q3 2021 and held it in 13 quarters. The position peaked at $6.06M in Q1 2024. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

Baldwin Wealth Partners reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 21,290 Charles River Laboratories shares in Q4 2024, an estimated $4.19M.
Baldwin Wealth Partners first reported a position in Charles River Laboratories in Q3 2021 and held it in 13 quarters.
Baldwin Wealth Partners's Charles River Laboratories position peaked at $6.06M in Q1 2024.
637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.