Creative Financial Designs’s Charles River Laboratories CRL Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-15	Closed	-$2.26K	–	2050
2025 Q1	$2.26K	Buy	+15	New	+$2.52K	﹤0.01%	1649
2021 Q4	–	Sell	-423	Closed	-$175K	–	1248
2021 Q3	$175K	Hold	423	–	–	0.03%	328
2021 Q2	$156K	Hold	423	–	–	0.03%	342
2021 Q1	$123K	Hold	423	–	–	0.02%	374
2020 Q4	$106K	Hold	423	–	–	0.02%	369
2020 Q3	$96K	Hold	423	–	–	0.02%	345
2020 Q2	$74K	Buy	+423	New	+$67.5K	0.02%	346

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Creative Financial Designs's CRL Position: Q2 2025 in Review

Creative Financial Designs sold out of Charles River Laboratories (CRL) in Q2 2025, closing a stake of 15 shares — an estimated $2.26K sold.

Creative Financial Designs first reported a position in CRL in Q2 2020 and held it in 7 quarters. The position peaked at $175K in Q3 2021. 518 funds tracked by Wall St. Rank hold CRL as of Q2 2025.

Creative Financial Designs reported no remaining Charles River Laboratories position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 15 Charles River Laboratories shares in Q2 2025, an estimated $2.26K.
Creative Financial Designs first reported a position in Charles River Laboratories in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's Charles River Laboratories position peaked at $175K in Q3 2021.
518 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.