Berman Capital Advisors’s Charles River Laboratories CRL Stock Holding History

Berman Capital 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
2021 Q3	$100K	Buy	243 +44	+22%	+$18.3K	0.02%	440
2021 Q2	$73K	Buy	199 +14	+8%	+$4.67K	0.01%	453
2021 Q1	$53K	Buy	185 +41	+28%	+$11.4K	0.01%	458
2020 Q4	$34K	Buy	144 +43	+43%	+$10.2K	0.01%	506
2020 Q3	$22K	Sell	101 -8	-7%	-$1.66K	0.01%	546
2020 Q2	$19K	Buy	109 +14	+15%	+$2.23K	0.01%	553
2020 Q1	$11K	Hold	95	–	–	﹤0.01%	638
2019 Q4	$14K	Hold	95	–	–	﹤0.01%	631
2019 Q3	$12K	Buy	95 +20	+27%	+$2.68K	﹤0.01%	655
2019 Q2	$10K	Buy	75 +40	+114%	+$5.42K	﹤0.01%	715
2019 Q1	$5K	Buy	35 +9	+35%	+$1.18K	﹤0.01%	855
2018 Q4	$2K	Buy	+26	New	+$3.25K	﹤0.01%	854

Other funds holding CRL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's CRL Position: Q3 2021 in Review

Berman Capital Advisors increased its Charles River Laboratories (CRL) stake by 22% in Q3 2021, buying an estimated $18.3K and bringing the position to 243 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #440.

Berman Capital Advisors first reported a position in CRL in Q4 2018 and has held it in 12 quarters since. 677 funds tracked by Wall St. Rank hold CRL as of Q3 2021.

Berman Capital Advisors held 243 shares of Charles River Laboratories worth $100K as of Q3 2021.
Berman Capital Advisors bought 44 Charles River Laboratories shares in Q3 2021, an estimated $18.3K.
Charles River Laboratories made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #440 holding.
Berman Capital Advisors first reported a position in Charles River Laboratories in Q4 2018 and has held it in 12 quarters since.
677 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.