LFA
CRL icon

LGT Financial Advisors’s Charles River Laboratories CRL Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-119
Closed -$22K – 395
2024
Q4 		$22K Hold
119
– – 0.05% 293
2024
Q3 		$23.4K Sell
119
-86
-42% -$17.9K 0.06% 250
2024
Q2 		$42.3K Sell
205
-284
-58% -$64.4K 0.09% 179
2024
Q1 		$132K Sell
489
-21
-4% -$5.01K 0.15% 154
2023
Q4 		$121K Sell
510
-15
-3% -$2.95K 0.15% 152
2023
Q3 		$103K Buy
+525
New +$108K 0.13% 152

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's CRL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Charles River Laboratories (CRL) in Q1 2025, closing a stake of 119 shares — an estimated $22K sold.

LGT Financial Advisors first reported a position in CRL in Q3 2023 and held it in 6 quarters. The position peaked at $132K in Q1 2024. 561 funds tracked by Wall St. Rank hold CRL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Charles River Laboratories position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 119 Charles River Laboratories shares in Q1 2025, an estimated $22K.
  • LGT Financial Advisors first reported a position in Charles River Laboratories in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Charles River Laboratories position peaked at $132K in Q1 2024.
  • 561 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.