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JP Morgan Private Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$679K Sell
3,463
-938
-21% -$193K ﹤0.01% 1118
2023
Q2 		$925K Sell
4,401
-148,463
-97% -$29.5M ﹤0.01% 786
2023
Q1 		$30.9M Buy
152,864
+31,725
+26% +$7.19M 0.07% 253
2022
Q4 		$26.4M Sell
121,139
-36,136
-23% -$7.89M 0.06% 272
2022
Q3 		$31M Sell
157,275
-5,673
-3% -$1.22M 0.08% 220
2022
Q2 		$34.9M Buy
162,948
+6,671
+4% +$1.63M 0.09% 208
2022
Q1 		$44.4M Buy
156,277
+152,262
+3,792% +$47M 0.1% 207
2021
Q4 		$1.51M Buy
4,015
+395
+11% +$153K ﹤0.01% 1040
2021
Q3 		$1.49M Buy
3,620
+20
+0.6% +$8.31K ﹤0.01% 1025
2021
Q2 		$1.33M Buy
3,600
+1,219
+51% +$407K ﹤0.01% 1054
2021
Q1 		$690K Sell
2,381
-11
-0.5% -$3.06K ﹤0.01% 1203
2020
Q4 		$598K Buy
2,392
+181
+8% +$43.1K ﹤0.01% 1219
2020
Q3 		$501K Buy
2,211
+608
+38% +$126K ﹤0.01% 1151
2020
Q2 		$279K Buy
+1,603
New +$256K ﹤0.01% 1339
2017
Q3 		– Sell
-2,226
Closed -$225K – 1249
2017
Q2 		$225K Buy
+2,226
New +$205K ﹤0.01% 1113

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Charles River Laboratories (CRL) stake by 21% in Q3 2023, selling an estimated $193K and leaving 3,463 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

JP Morgan Private Wealth Advisors first reported a position in CRL in Q2 2017 and has held it in 15 quarters since. The position peaked at $44.4M in Q1 2022. 621 funds tracked by Wall St. Rank hold CRL as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,463 shares of Charles River Laboratories worth $679K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 938 Charles River Laboratories shares in Q3 2023, an estimated $193K.
  • Charles River Laboratories made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1118 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Charles River Laboratories in Q2 2017 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Charles River Laboratories position peaked at $44.4M in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.