KI
CRL icon

Kula Investments’s Charles River Laboratories CRL Stock Holding History

Kula 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
2023
Q1 		$338K Sell
1,676
-454
-21% -$103K 0.08% 427
2022
Q4 		$464K Buy
+2,130
New +$465K 0.14% 235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Kula Investments's CRL Position: Q1 2023 in Review

Kula Investments reduced its Charles River Laboratories (CRL) stake by 21% in Q1 2023, selling an estimated $103K and leaving 1,676 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #427.

Kula Investments first reported a position in CRL in Q4 2022 and has held it in 2 quarters since. The position peaked at $464K in Q4 2022. 620 funds tracked by Wall St. Rank hold CRL as of Q1 2023.

  • Kula Investments held 1,676 shares of Charles River Laboratories worth $338K as of Q1 2023.
  • Kula Investments sold 454 Charles River Laboratories shares in Q1 2023, an estimated $103K.
  • Charles River Laboratories made up 0.08% of Kula Investments's portfolio in Q1 2023, its #427 holding.
  • Kula Investments first reported a position in Charles River Laboratories in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Charles River Laboratories position peaked at $464K in Q4 2022.
  • 620 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.