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Jeppson Wealth Management’s Charles River Laboratories CRL Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-130
Closed -$29K – 195
2020
Q3 		$29K Buy
+130
New +$27K 0.02% 292

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jeppson Wealth Management's CRL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2020, closing a stake of 130 shares — an estimated $29K sold.

Jeppson Wealth Management first reported a position in CRL in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 538 funds tracked by Wall St. Rank hold CRL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Charles River Laboratories position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 130 Charles River Laboratories shares in Q4 2020, an estimated $29K.
  • Jeppson Wealth Management first reported a position in Charles River Laboratories in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Charles River Laboratories position peaked at $29K in Q3 2020.
  • 538 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.