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Marks Group Wealth Management’s Charles River Laboratories CRL Stock Holding History

Marks Group 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
2022
Q4 		– Sell
-3,690
Closed -$726K – 282
2022
Q3 		$726K Buy
3,690
+119
+3% +$25.7K 0.11% 176
2022
Q2 		$764K Buy
3,571
+137
+4% +$33.5K 0.11% 184
2022
Q1 		$975K Buy
3,434
+216
+7% +$66.6K 0.12% 168
2021
Q4 		$1.24M Sell
3,218
-6
-0.2% -$2.33K 0.15% 147
2021
Q3 		$1.31M Sell
3,224
-83
-3% -$34.5K 0.18% 134
2021
Q2 		$1.2M Sell
3,307
-38
-1% -$12.7K 0.16% 137
2021
Q1 		$980K Buy
3,345
+67
+2% +$18.6K 0.15% 140
2020
Q4 		$819K Buy
3,278
+137
+4% +$32.6K 0.13% 148
2020
Q3 		$711K Buy
3,141
+117
+4% +$24.3K 0.13% 149
2020
Q2 		$534K Sell
3,024
-3,541
-54% -$565K 0.11% 156
2020
Q1 		$867K Buy
6,565
+224
+4% +$33.6K 0.22% 123
2019
Q4 		$969K Buy
+6,341
New +$878K 0.19% 141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Marks Group Wealth Management's CRL Position: Q4 2022 in Review

Marks Group Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2022, closing a stake of 3,690 shares — an estimated $726K sold.

Marks Group Wealth Management first reported a position in CRL in Q4 2019 and held it in 12 quarters. The position peaked at $1.31M in Q3 2021. 627 funds tracked by Wall St. Rank hold CRL as of Q4 2022.

  • Marks Group Wealth Management reported no remaining Charles River Laboratories position as of Q4 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 3,690 Charles River Laboratories shares in Q4 2022, an estimated $726K.
  • Marks Group Wealth Management first reported a position in Charles River Laboratories in Q4 2019 and held it in 12 quarters.
  • Marks Group Wealth Management's Charles River Laboratories position peaked at $1.31M in Q3 2021.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.