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Center for Financial Planning’s Charles River Laboratories CRL Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-16
Closed -$3K – 573
2022
Q3 		$3K Buy
+16
New +$3.45K ﹤0.01% 465

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T. Rowe Price Associates
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Center for Financial Planning's CRL Position: Q4 2022 in Review

Center for Financial Planning sold out of Charles River Laboratories (CRL) in Q4 2022, closing a stake of 16 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in CRL in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 627 funds tracked by Wall St. Rank hold CRL as of Q4 2022.

  • Center for Financial Planning reported no remaining Charles River Laboratories position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 16 Charles River Laboratories shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Charles River Laboratories in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Charles River Laboratories position peaked at $3K in Q3 2022.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.