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Fiduciary Financial Group’s Charles River Laboratories CRL Stock Holding History

Fiduciary Financial Group’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
Q1 		– Sell
-1,665
Closed -$310K – 294
2024
Q4 		$310K Buy
1,665
+63
+4% +$12.1K 0.07% 184
2024
Q3 		$299K Buy
1,602
+468
+41% +$97.3K 0.07% 207
2024
Q2 		$258K Buy
+1,134
New +$257K 0.06% 220

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Financial Group's CRL Position: Q1 2025 in Review

Fiduciary Financial Group sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 1,665 shares — an estimated $310K sold.

Fiduciary Financial Group first reported a position in CRL in Q2 2024 and held it in 3 quarters. The position peaked at $310K in Q4 2024. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • Fiduciary Financial Group reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 1,665 Charles River Laboratories shares in Q1 2025, an estimated $310K.
  • Fiduciary Financial Group first reported a position in Charles River Laboratories in Q2 2024 and held it in 3 quarters.
  • Fiduciary Financial Group's Charles River Laboratories position peaked at $310K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on Fiduciary Financial Group's 13F filing for Q1 2025, filed 15 Apr 2025.