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Concord Wealth Partners’s Charles River Laboratories CRL Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-95
Closed -$18.7K – 936
2024
Q3 		$18.7K Buy
+95
New +$19.7K ﹤0.01% 480
2024
Q2 		– Sell
-259
Closed -$70.2K – 857
2024
Q1 		$70.2K Buy
259
+203
+363% +$48.5K 0.01% 310
2023
Q4 		$13.2K Sell
56
-195
-78% -$38.3K ﹤0.01% 535
2023
Q3 		$49.2K Hold
251
– – 0.01% 381
2023
Q2 		$52.8K Buy
251
+102
+68% +$20.3K 0.01% 360
2023
Q1 		$30.1K Sell
149
-1
-0.7% -$227 0.01% 423
2022
Q4 		$32.7K Buy
+150
New +$32.8K 0.01% 455
2022
Q3 		– Sell
-150
Closed -$32K – 347
2022
Q2 		$32K Sell
150
-37
-20% -$9.04K 0.01% 443
2022
Q1 		$53K Sell
187
-5
-3% -$1.54K 0.01% 422
2021
Q4 		$72K Buy
192
+184
+2,300% +$71.5K 0.02% 371
2021
Q3 		$3K Sell
8
-9
-53% -$3.74K ﹤0.01% 673
2021
Q2 		$6K Hold
17
– – ﹤0.01% 703
2021
Q1 		$5K Buy
17
+13
+325% +$3.61K ﹤0.01% 660
2020
Q4 		$1K Buy
+4
New +$953 ﹤0.01% 607

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Concord Wealth Partners's CRL Position: Q4 2024 in Review

Concord Wealth Partners sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 95 shares — an estimated $18.7K sold.

Concord Wealth Partners first reported a position in CRL in Q4 2020 and held it in 14 quarters. The position peaked at $72K in Q4 2021. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Concord Wealth Partners reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 95 Charles River Laboratories shares in Q4 2024, an estimated $18.7K.
  • Concord Wealth Partners first reported a position in Charles River Laboratories in Q4 2020 and held it in 14 quarters.
  • Concord Wealth Partners's Charles River Laboratories position peaked at $72K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.