MFW
CRL icon

Mosaic Family Wealth’s Charles River Laboratories CRL Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-20
Closed -$2K – 728
2017
Q3 		$2K Buy
+20
New +$2.06K ﹤0.01% 830

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mosaic Family Wealth's CRL Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Charles River Laboratories (CRL) in Q4 2017, closing a stake of 20 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in CRL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 339 funds tracked by Wall St. Rank hold CRL as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Charles River Laboratories position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 20 Charles River Laboratories shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Charles River Laboratories in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Charles River Laboratories position peaked at $2K in Q3 2017.
  • 339 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.