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Congress Wealth Management’s Charles River Laboratories CRL Stock Holding History

Congress Wealth Management’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
-54,029
Closed -$10.6M – 879
2024
Q3 		$10.6M Sell
54,029
-529
-1% -$110K 0.14% 203
2024
Q2 		$11.3M Buy
54,558
+242
+0.4% +$54.8K 0.18% 160
2024
Q1 		$14.7M Buy
54,316
+500
+0.9% +$119K 0.25% 115
2023
Q4 		$12.7M Buy
53,816
+302
+0.6% +$59.4K 0.23% 128
2023
Q3 		$10.5M Buy
53,514
+696
+1% +$143K 0.22% 135
2023
Q2 		$11.1M Sell
52,818
-512
-1% -$102K 0.26% 120
2023
Q1 		$10.8M Buy
53,330
+2,358
+5% +$534K 0.26% 120
2022
Q4 		$11.1M Sell
50,972
-2,121
-4% -$463K 0.29% 103
2022
Q3 		$10.4M Buy
53,093
+2,172
+4% +$469K 0.28% 97
2022
Q2 		$10.9M Sell
50,921
-39
-0.1% -$9.53K 0.28% 96
2022
Q1 		$14.5M Buy
50,960
+726
+1% +$224K 0.32% 78
2021
Q4 		$18.9M Buy
+50,234
New +$19.5M 0.38% 66

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

Congress Wealth Management's CRL Position: Q4 2024 in Review

Congress Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 54,029 shares — an estimated $10.6M sold.

Congress Wealth Management first reported a position in CRL in Q4 2021 and held it in 12 quarters. The position peaked at $18.9M in Q4 2021. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Congress Wealth Management reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 54,029 Charles River Laboratories shares in Q4 2024, an estimated $10.6M.
  • Congress Wealth Management first reported a position in Charles River Laboratories in Q4 2021 and held it in 12 quarters.
  • Congress Wealth Management's Charles River Laboratories position peaked at $18.9M in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.