Legacy Wealth Planning’s Charles River Laboratories CRL Stock Holding History

Legacy Wealth Planning’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
2022 Q3	$1.1M	Hold	5,582	–	–	1.82%	14
2022 Q2	$1.19M	Buy	5,582 +75	+1%	+$18.3K	1.71%	14
2022 Q1	$1.56M	Hold	5,507	–	–	1.84%	13
2021 Q4	$2.08M	Sell	5,507 -688	-11%	-$267K	2.37%	8
2021 Q3	$2.56M	Hold	6,195	–	–	2.86%	6
2021 Q2	$2.29M	Hold	6,195	–	–	2.61%	6
2021 Q1	$1.79M	Hold	6,195	–	–	2.29%	6
2020 Q4	$1.55M	Hold	6,195	–	–	1.99%	10
2020 Q3	$1.4M	Buy	6,195 +100	+2%	+$20.8K	1.6%	13
2020 Q2	$1.06M	Buy	6,095 +3,282	+117%	+$524K	1.27%	17
2020 Q1	$355K	Buy	+2,813	New	+$422K	0.57%	36

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Legacy Wealth Planning's CRL Position: Q3 2022 in Review

Legacy Wealth Planning held its Charles River Laboratories (CRL) position steady in Q3 2022 at 5,582 shares worth $1.1M. The position accounts for 1.82% of the portfolio, ranked #14.

Legacy Wealth Planning first reported a position in CRL in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.56M in Q3 2021. 584 funds tracked by Wall St. Rank hold CRL as of Q3 2022.

Legacy Wealth Planning held 5,582 shares of Charles River Laboratories worth $1.1M as of Q3 2022.
Legacy Wealth Planning left its Charles River Laboratories share count unchanged in Q3 2022.
Charles River Laboratories made up 1.82% of Legacy Wealth Planning's portfolio in Q3 2022, its #14 holding.
Legacy Wealth Planning first reported a position in Charles River Laboratories in Q1 2020 and has held it in 11 quarters since.
Legacy Wealth Planning's Charles River Laboratories position peaked at $2.56M in Q3 2021.
584 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.