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Moneta Group Investment Advisors’s Charles River Laboratories CRL Stock Holding History

Moneta Group Investment 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
2023
Q4 		– Sell
-1,217
Closed -$239K – 570
2023
Q3 		$239K Sell
1,217
-349
-22% -$71.7K 0.01% 450
2023
Q2 		$329K Buy
1,566
+244
+18% +$48.5K 0.01% 415
2023
Q1 		$267K Buy
+1,322
New +$300K 0.01% 445

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Moneta Group Investment Advisors's CRL Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Charles River Laboratories (CRL) in Q4 2023, closing a stake of 1,217 shares — an estimated $239K sold.

Moneta Group Investment Advisors first reported a position in CRL in Q1 2023 and held it in 3 quarters. The position peaked at $329K in Q2 2023. 634 funds tracked by Wall St. Rank hold CRL as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Charles River Laboratories position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,217 Charles River Laboratories shares in Q4 2023, an estimated $239K.
  • Moneta Group Investment Advisors first reported a position in Charles River Laboratories in Q1 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Charles River Laboratories position peaked at $329K in Q2 2023.
  • 634 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.