EWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return