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Mount Yale Investment Advisors’s Charles River Laboratories CRL Stock Holding History

Mount Yale 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
2024
Q4 		– Sell
-3,252
Closed -$641K – 566
2024
Q3 		$641K Sell
3,252
-151
-4% -$31.4K 0.06% 289
2024
Q2 		$703K Sell
3,403
-103
-3% -$23.3K 0.06% 275
2024
Q1 		$950K Buy
3,506
+5
+0.1% +$1.19K 0.07% 231
2023
Q4 		$828K Sell
3,501
-194
-5% -$38.2K 0.08% 231
2023
Q3 		$724K Buy
3,695
+13
+0.4% +$2.67K 0.08% 245
2023
Q2 		$774K Buy
3,682
+182
+5% +$36.2K 0.08% 241
2023
Q1 		$706K Buy
3,500
+294
+9% +$66.6K 0.08% 247
2022
Q4 		$699K Buy
3,206
+62
+2% +$13.5K 0.08% 250
2022
Q3 		$619K Sell
3,144
-24
-0.8% -$5.18K 0.08% 242
2022
Q2 		$678K Sell
3,168
-36
-1% -$8.8K 0.09% 239
2022
Q1 		$910K Buy
3,204
+83
+3% +$25.6K 0.1% 209
2021
Q4 		$1.18M Sell
3,121
-9
-0.3% -$3.5K 0.12% 182
2021
Q3 		$1.29M Sell
3,130
-196
-6% -$81.4K 0.15% 154
2021
Q2 		$1.23M Sell
3,326
-210
-6% -$70.1K 0.15% 145
2021
Q1 		$1.02M Sell
3,536
-691
-16% -$192K 0.13% 159
2020
Q4 		$1.06M Buy
4,227
+84
+2% +$20K 0.15% 158
2020
Q3 		$938K Buy
4,143
+36
+0.9% +$7.47K 0.13% 156
2020
Q2 		$716K Buy
4,107
+401
+11% +$64K 0.13% 169
2020
Q1 		$468K Buy
3,706
+422
+13% +$63.3K 0.11% 181
2019
Q4 		$508K Sell
3,284
-76
-2% -$10.5K 0.09% 197
2019
Q3 		$454K Sell
3,360
-77
-2% -$10.3K 0.08% 208
2019
Q2 		$454K Sell
3,437
-13
-0.4% -$1.76K 0.08% 201
2019
Q1 		$501K Sell
3,450
-28
-0.8% -$3.68K 0.09% 175
2018
Q4 		$438K Sell
3,478
-175
-5% -$21.9K 0.09% 203
2018
Q3 		$498K Sell
3,653
-50
-1% -$6.17K 0.09% 173
2018
Q2 		$416K Sell
3,703
-513
-12% -$55.5K 0.08% 205
2018
Q1 		$450K Buy
+4,216
New +$454K 0.1% 191

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Mount Yale Investment Advisors's CRL Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 3,252 shares — an estimated $641K sold.

Mount Yale Investment Advisors first reported a position in CRL in Q1 2018 and held it in 27 quarters. The position peaked at $1.29M in Q3 2021. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,252 Charles River Laboratories shares in Q4 2024, an estimated $641K.
  • Mount Yale Investment Advisors first reported a position in Charles River Laboratories in Q1 2018 and held it in 27 quarters.
  • Mount Yale Investment Advisors's Charles River Laboratories position peaked at $1.29M in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.