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Heritage Wealth Management (Arizona)’s Charles River Laboratories CRL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$349K Sell
1,690
-177
-9% -$40.1K 0.19% 102
2024
Q1 		$506K Sell
1,867
-43
-2% -$10.3K 0.26% 83
2023
Q4 		$452K Buy
+1,910
New +$376K 0.24% 87
2022
Q4 		$1.24M Buy
5,710
+3,419
+149% +$747K 0.18% 95
2022
Q3 		$451K Sell
2,291
-226
-9% -$48.8K 0.14% 108
2022
Q2 		$539K Buy
2,517
+236
+10% +$57.7K 0.18% 92
2022
Q1 		$648K Buy
+2,281
New +$703K 0.18% 96
2021
Q3 		$374K Buy
906
+130
+17% +$54K 0.13% 121
2021
Q2 		$287K Buy
776
+364
+88% +$122K 0.11% 159
2021
Q1 		$119K Buy
+412
New +$115K 0.07% 227

Other funds holding CRL

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return