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FormulaFolio Investments’s Charles River Laboratories CRL Stock Holding History

FormulaFolio Investments’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
2017
Q1 		– Sell
-8,031
Closed -$612K – 217
2016
Q4 		$612K Buy
8,031
+4,217
+111% +$320K 0.08% 85
2016
Q3 		$318K Buy
+3,814
New +$320K 0.05% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

FormulaFolio Investments's CRL Position: Q1 2017 in Review

FormulaFolio Investments sold out of Charles River Laboratories (CRL) in Q1 2017, closing a stake of 8,031 shares — an estimated $612K sold.

FormulaFolio Investments first reported a position in CRL in Q3 2016 and held it in 2 quarters. The position peaked at $612K in Q4 2016. 300 funds tracked by Wall St. Rank hold CRL as of Q1 2017.

  • FormulaFolio Investments reported no remaining Charles River Laboratories position as of Q1 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 8,031 Charles River Laboratories shares in Q1 2017, an estimated $612K.
  • FormulaFolio Investments first reported a position in Charles River Laboratories in Q3 2016 and held it in 2 quarters.
  • FormulaFolio Investments's Charles River Laboratories position peaked at $612K in Q4 2016.
  • 300 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2017.

Based on FormulaFolio Investments's 13F filing for Q1 2017, filed 5 May 2017.