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Beaumont Financial Advisors’s Charles River Laboratories CRL Stock Holding History

Beaumont Financial Advisors’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
2023
Q3 		– Sell
-2,222
Closed -$467K – 327
2023
Q2 		$467K Buy
2,222
+15
+0.7% +$2.98K 0.04% 199
2023
Q1 		$445K Hold
2,207
– – 0.05% 182
2022
Q4 		$481K Sell
2,207
-2
-0.1% -$437 0.05% 177
2022
Q3 		$435K Buy
2,209
+93
+4% +$20.1K 0.04% 184
2022
Q2 		$453K Buy
2,116
+3
+0.1% +$733 0.04% 187
2022
Q1 		$600K Hold
2,113
– – 0.05% 190
2021
Q4 		$796K Hold
2,113
– – 0.06% 163
2021
Q3 		$872K Sell
2,113
-15
-0.7% -$6.23K 0.07% 154
2021
Q2 		$787K Buy
+2,128
New +$711K 0.06% 164

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaumont Financial Advisors's CRL Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of Charles River Laboratories (CRL) in Q3 2023, closing a stake of 2,222 shares — an estimated $467K sold.

Beaumont Financial Advisors first reported a position in CRL in Q2 2021 and held it in 9 quarters. The position peaked at $872K in Q3 2021. 621 funds tracked by Wall St. Rank hold CRL as of Q3 2023.

  • Beaumont Financial Advisors reported no remaining Charles River Laboratories position as of Q3 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 2,222 Charles River Laboratories shares in Q3 2023, an estimated $467K.
  • Beaumont Financial Advisors first reported a position in Charles River Laboratories in Q2 2021 and held it in 9 quarters.
  • Beaumont Financial Advisors's Charles River Laboratories position peaked at $872K in Q3 2021.
  • 621 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.