Lenox Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

Lenox 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
2022 Q1	$6K	Hold	21	–	–	﹤0.01%	542
2021 Q4	$8K	Hold	21	–	–	﹤0.01%	536
2021 Q3	$9K	Hold	21	–	–	﹤0.01%	480
2021 Q2	$8K	Sell	21 -26	-55%	-$8.68K	﹤0.01%	498
2021 Q1	$14K	Buy	47 +26	+124%	+$7.23K	﹤0.01%	361
2020 Q4	$5K	Hold	21	–	–	﹤0.01%	498
2020 Q3	$5K	Buy	+21	New	+$4.36K	﹤0.01%	438

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Lenox Wealth Advisors's CRL Position: Q1 2022 in Review

Lenox Wealth Advisors held its Charles River Laboratories (CRL) position steady in Q1 2022 at 21 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Lenox Wealth Advisors first reported a position in CRL in Q3 2020 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 645 funds tracked by Wall St. Rank hold CRL as of Q1 2022.

Lenox Wealth Advisors held 21 shares of Charles River Laboratories worth $6K as of Q1 2022.
Lenox Wealth Advisors left its Charles River Laboratories share count unchanged in Q1 2022.
Charles River Laboratories made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #542 holding.
Lenox Wealth Advisors first reported a position in Charles River Laboratories in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Charles River Laboratories position peaked at $14K in Q1 2021.
645 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.