Capstone Investment Advisors
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Capstone Investment Advisors’s Charles River Laboratories CRL Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-1,043
Closed -$193K – 1451
2024
Q4 		$193K Sell
1,043
-116
-10% -$22.3K ﹤0.01% 1601
2024
Q3 		$228K Sell
1,159
-368
-24% -$76.5K ﹤0.01% 1530
2024
Q2 		$315K Buy
1,527
+789
+107% +$179K ﹤0.01% 1568
2024
Q1 		$200K Buy
738
+74
+11% +$17.7K ﹤0.01% 2014
2023
Q4 		$157K Buy
+664
New +$131K ﹤0.01% 1846
2023
Q3 		– Sell
-198
Closed -$41.6K – 2126
2023
Q2 		$41.6K Buy
198
+20
+11% +$3.98K ﹤0.01% 1781
2023
Q1 		$35.9K Buy
+178
New +$40.3K ﹤0.01% 1444
2022
Q2 		– Sell
-721
Closed -$205K – 1880
2022
Q1 		$205K Buy
+721
New +$222K ﹤0.01% 1719
2021
Q4 		– Sell
-413
Closed -$160K – 1883
2021
Q3 		$170K Buy
+413
New +$172K ﹤0.01% 1718
2017
Q2 		– Sell
-29,088
Closed -$2.62M – 676
2017
Q1 		$2.62M Buy
+29,088
New +$2.47M 0.07% 232
2016
Q4 		– Sell
-11,852
Closed -$987K – 951
2016
Q3 		$987K Buy
11,852
+1,602
+16% +$134K 0.02% 384
2016
Q2 		$845K Sell
10,250
-7,400
-42% -$610K 0.02% 385
2016
Q1 		$1.34M Buy
+17,650
New +$1.31M 0.04% 254

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capstone Investment Advisors's CRL Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 1,043 shares — an estimated $193K sold.

Capstone Investment Advisors first reported a position in CRL in Q1 2016 and held it in 13 quarters. The position peaked at $2.62M in Q1 2017. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,043 Charles River Laboratories shares in Q1 2025, an estimated $193K.
  • Capstone Investment Advisors first reported a position in Charles River Laboratories in Q1 2016 and held it in 13 quarters.
  • Capstone Investment Advisors's Charles River Laboratories position peaked at $2.62M in Q1 2017.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.