Gradient Investments’s Charles River Laboratories CRL Stock Holding History

Gradient 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
2024 Q3	–	Sell	-20	Closed	-$4.13K	–	506
2024 Q2	$4.13K	Buy	+20	New	+$4.53K	﹤0.01%	886
2024 Q1	–	Sell	-5	Closed	-$1.18K	–	1359
2023 Q4	$1.18K	Hold	5	–	–	﹤0.01%	1371
2023 Q3	$980	Buy	+5	New	+$1.03K	﹤0.01%	1387
2023 Q2	–	Sell	-10	Closed	-$2.02K	–	1786
2023 Q1	$2.02K	Sell	10 -179	-95%	-$40.6K	﹤0.01%	1109
2022 Q4	$41.2K	Buy	189 +186	+6,200%	+$40.6K	﹤0.01%	537
2022 Q3	$1K	Buy	+3	New	+$648	﹤0.01%	1216
2022 Q2	–	Sell	-14	Closed	-$4K	–	1239
2022 Q1	$4K	Sell	14 -4	-22%	-$1.23K	﹤0.01%	916
2021 Q4	$7K	Buy	18 +14	+350%	+$5.44K	﹤0.01%	867
2021 Q3	$2K	Buy	+4	New	+$1.66K	﹤0.01%	992
2016 Q2	–	Sell	-75	Closed	-$6K	–	724
2016 Q1	$6K	Hold	75	–	–	﹤0.01%	497
2015 Q4	$6K	Hold	75	–	–	﹤0.01%	460
2015 Q3	$5K	Hold	75	–	–	﹤0.01%	446
2015 Q2	$5K	Hold	75	–	–	﹤0.01%	465
2015 Q1	$6K	Buy	+75	New	+$5.53K	﹤0.01%	461

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 $3.38T AUM 44.17% 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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Gradient Investments's CRL Position: Q3 2024 in Review

Gradient Investments sold out of Charles River Laboratories (CRL) in Q3 2024, closing a stake of 20 shares — an estimated $4.13K sold.

Gradient Investments first reported a position in CRL in Q1 2015 and held it in 14 quarters. The position peaked at $41.2K in Q4 2022. 628 funds tracked by Wall St. Rank hold CRL as of Q3 2024.

Gradient Investments reported no remaining Charles River Laboratories position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 20 Charles River Laboratories shares in Q3 2024, an estimated $4.13K.
Gradient Investments first reported a position in Charles River Laboratories in Q1 2015 and held it in 14 quarters.
Gradient Investments's Charles River Laboratories position peaked at $41.2K in Q4 2022.
628 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.