CPA
CRL icon

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

Capital Planning 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
2024
Q2 		– Sell
-927
Closed -$251K – 138
2024
Q1 		$251K Sell
927
-12
-1% -$2.87K 0.04% 128
2023
Q4 		$222K Buy
+939
New +$185K 0.04% 125
2022
Q3 		– Sell
-950
Closed -$203K – 124
2022
Q2 		$203K Sell
950
-31
-3% -$7.58K 0.05% 127
2022
Q1 		$279K Buy
981
+31
+3% +$9.56K 0.06% 133
2021
Q4 		$358K Hold
950
– – 0.07% 119
2021
Q3 		$392K Hold
950
– – 0.08% 115
2021
Q2 		$351K Hold
950
– – 0.07% 116
2021
Q1 		$275K Buy
950
+40
+4% +$11.1K 0.06% 116
2020
Q4 		$227K Hold
910
– – 0.06% 119
2020
Q3 		$206K Buy
+910
New +$189K 0.06% 119

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return