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
-500
Closed -$92.3K – 1452
2024
Q4 		$92.3K Buy
+500
New +$96.3K ﹤0.01% 1715
2024
Q3 		– Sell
-600
Closed -$124K – 1966
2024
Q2 		$124K Hold
600
– – ﹤0.01% 1859
2024
Q1 		$163K Hold
600
– – ﹤0.01% 2054
2023
Q4 		$142K Buy
+600
New +$118K ﹤0.01% 1879
2023
Q3 		– Sell
-500
Closed -$105K – 2127
2023
Q2 		$105K Hold
500
– – ﹤0.01% 1691
2023
Q1 		$101K Buy
+500
New +$113K ﹤0.01% 1370
2022
Q2 		– Sell
-2,200
Closed -$625K – 1881
2022
Q1 		$625K Buy
2,200
+900
+69% +$278K ﹤0.01% 1438
2021
Q4 		$490K Sell
1,300
-7,000
-84% -$2.72M ﹤0.01% 1461
2021
Q3 		$3.42M Buy
8,300
+2,300
+38% +$955K 0.01% 991
2021
Q2 		$2.22M Buy
+6,000
New +$2M 0.01% 994

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 $535B AUM 26.23% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.38B AUM 1.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.