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Keystone Financial Services (Colorado)’s Charles River Laboratories CRL Stock Holding History

Keystone Financial Services (Colorado)’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
Q4 		– Sell
-1,069
Closed -$211K – 103
2024
Q3 		$211K Hold
1,069
– – 0.08% 88
2024
Q2 		$221K Sell
1,069
-1
-0.1% -$227 0.09% 80
2024
Q1 		$290K Buy
1,070
+207
+24% +$49.4K 0.13% 76
2023
Q4 		$204K Buy
+863
New +$170K 0.1% 79

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Keystone Financial Services (Colorado)'s CRL Position: Q4 2024 in Review

Keystone Financial Services (Colorado) sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 1,069 shares — an estimated $211K sold.

Keystone Financial Services (Colorado) first reported a position in CRL in Q4 2023 and held it in 4 quarters. The position peaked at $290K in Q1 2024. 636 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Keystone Financial Services (Colorado) reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 1,069 Charles River Laboratories shares in Q4 2024, an estimated $211K.
  • Keystone Financial Services (Colorado) first reported a position in Charles River Laboratories in Q4 2023 and held it in 4 quarters.
  • Keystone Financial Services (Colorado)'s Charles River Laboratories position peaked at $290K in Q1 2024.
  • 636 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2024, filed 31 Jan 2025.