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BHPW
Beverly Hills Private Wealth’s
Charles River Laboratories
CRL
Stock Holding History
Beverly Hills Private Wealth’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
2026
Q1
$260K
Buy
+1,505
New
+$279K
0.04%
292
2025
Q4
–
Sell
-1,512
Closed
-$237K
–
339
2025
Q3
$237K
Sell
1,512
-216
-13%
-$34.3K
0.04%
301
2025
Q2
$262K
Sell
1,728
-185
-10%
-$24.7K
0.05%
289
2025
Q1
$288K
Buy
1,913
+59
+3%
+$9.89K
0.06%
278
2024
Q4
$342K
Sell
1,854
-181
-9%
-$34.9K
0.07%
231
2024
Q3
$401K
Sell
2,035
-332
-14%
-$69K
0.08%
217
2024
Q2
$489K
Sell
2,367
-26
-1%
-$5.89K
0.11%
190
2024
Q1
$648K
Buy
2,393
+202
+9%
+$48.2K
0.15%
154
2023
Q4
$518K
Sell
2,191
-417
-16%
-$82K
0.14%
161
2023
Q3
$511K
Sell
2,608
-2,276
-47%
-$467K
0.15%
143
2023
Q2
$1.01M
Buy
4,884
+2,885
+144%
+$574K
0.17%
136
2023
Q1
$403K
Buy
1,999
+331
+20%
+$75K
0.13%
182
2022
Q4
$363K
Buy
+1,668
New
+$364K
0.16%
142
Other funds holding CRL
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
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$4.04T AUM
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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