BWM
CRL icon

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

BerganKDV 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
2023
Q2 		– Sell
-6
Closed -$1.21K – 911
2023
Q1 		$1.21K Hold
6
– – ﹤0.01% 885
2022
Q4 		$1.31K Hold
6
– – ﹤0.01% 849
2022
Q3 		$1K Sell
6
-9
-60% -$1.94K ﹤0.01% 869
2022
Q2 		$3K Hold
15
– – ﹤0.01% 758
2022
Q1 		$4K Hold
15
– – ﹤0.01% 747
2021
Q4 		$6K Hold
15
– – ﹤0.01% 746
2021
Q3 		$6K Hold
15
– – ﹤0.01% 721
2021
Q2 		$6K Hold
15
– – ﹤0.01% 675
2021
Q1 		$4K Hold
15
– – ﹤0.01% 686
2020
Q4 		$4K Buy
15
+5
+50% +$1.19K ﹤0.01% 683
2020
Q3 		$2K Hold
10
– – ﹤0.01% 688
2020
Q2 		$2K Sell
10
-12
-55% -$1.92K ﹤0.01% 737
2020
Q1 		$3K Buy
22
+4
+22% +$600 ﹤0.01% 655
2019
Q4 		$3K Buy
+18
New +$2.49K ﹤0.01% 702

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return