Lido Advisors
CRL icon

Lido Advisors’s Charles River Laboratories CRL Stock Holding History

Lido 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
Q2 		– Sell
-743
Closed -$210K – 967
2022
Q1 		$210K Sell
743
-62
-8% -$19.1K ﹤0.01% 941
2021
Q4 		$303K Buy
805
+40
+5% +$15.5K ﹤0.01% 804
2021
Q3 		$315K Sell
765
-83
-10% -$34.5K ﹤0.01% 737
2021
Q2 		$314K Buy
848
+1
+0.1% +$334 ﹤0.01% 707
2021
Q1 		$245K Buy
847
+25
+3% +$6.95K ﹤0.01% 737
2020
Q4 		$205K Buy
+822
New +$196K ﹤0.01% 764

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's CRL Position: Q2 2022 in Review

Lido Advisors sold out of Charles River Laboratories (CRL) in Q2 2022, closing a stake of 743 shares — an estimated $210K sold.

Lido Advisors first reported a position in CRL in Q4 2020 and held it in 6 quarters. The position peaked at $315K in Q3 2021. 627 funds tracked by Wall St. Rank hold CRL as of Q2 2022.

  • Lido Advisors reported no remaining Charles River Laboratories position as of Q2 2022 after selling out during the quarter.
  • Lido Advisors sold 743 Charles River Laboratories shares in Q2 2022, an estimated $210K.
  • Lido Advisors first reported a position in Charles River Laboratories in Q4 2020 and held it in 6 quarters.
  • Lido Advisors's Charles River Laboratories position peaked at $315K in Q3 2021.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.