LWM
CRL icon

Liberty Wealth Management’s Charles River Laboratories CRL Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-115
Closed -$45K – 351
2021
Q3 		$45K Buy
115
+108
+1,543% +$44.9K 0.02% 445
2021
Q2 		$3K Buy
+7
New +$2.34K ﹤0.01% 861
2020
Q1 		– Sell
-11
Closed -$1K – 900
2019
Q4 		$1K Buy
+11
New +$1.52K ﹤0.01% 810

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's CRL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2021, closing a stake of 115 shares — an estimated $45K sold.

Liberty Wealth Management first reported a position in CRL in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q3 2021. 707 funds tracked by Wall St. Rank hold CRL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Charles River Laboratories position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 115 Charles River Laboratories shares in Q4 2021, an estimated $45K.
  • Liberty Wealth Management first reported a position in Charles River Laboratories in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Charles River Laboratories position peaked at $45K in Q3 2021.
  • 707 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.