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

Evercore 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	-5,000	Closed	-$985K	–	423
2024 Q3	$985K	Buy	+5,000	New	+$1.04M	0.01%	221
2024 Q1	–	Sell	-2,504	Closed	-$592K	–	425
2023 Q4	$592K	Sell	2,504 -2,500	-50%	-$492K	0.01%	264
2023 Q3	$981K	Buy	5,004 +4	+0.1%	+$821	0.02%	216
2023 Q2	$1.05M	Buy	5,000 +2,500	+100%	+$497K	0.02%	215
2023 Q1	$505K	Buy	+2,500	New	+$567K	0.01%	274

Other funds holding CRL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Evercore Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 5,000 shares — an estimated $985K sold.

Evercore Wealth Management first reported a position in CRL in Q1 2023 and held it in 5 quarters. The position peaked at $1.05M in Q2 2023. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

Evercore Wealth Management reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
Evercore Wealth Management sold 5,000 Charles River Laboratories shares in Q4 2024, an estimated $985K.
Evercore Wealth Management first reported a position in Charles River Laboratories in Q1 2023 and held it in 5 quarters.
Evercore Wealth Management's Charles River Laboratories position peaked at $1.05M in Q2 2023.
637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.