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Optimum Investment Advisors’s Charles River Laboratories CRL Stock Holding History

Optimum 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
2022
Q1 		– Sell
-525
Closed -$198K – 845
2021
Q4 		$198K Sell
525
-125
-19% -$48.6K 0.08% 225
2021
Q3 		$268K Sell
650
-175
-21% -$72.7K 0.11% 179
2021
Q2 		$305K Hold
825
– – 0.1% 197
2021
Q1 		$239K Hold
825
– – 0.07% 231
2020
Q4 		$206K Sell
825
-50
-6% -$11.9K 0.06% 241
2020
Q3 		$198K Buy
+875
New +$182K 0.07% 238

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Optimum Investment Advisors's CRL Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Charles River Laboratories (CRL) in Q1 2022, closing a stake of 525 shares — an estimated $198K sold.

Optimum Investment Advisors first reported a position in CRL in Q3 2020 and held it in 6 quarters. The position peaked at $305K in Q2 2021. 644 funds tracked by Wall St. Rank hold CRL as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Charles River Laboratories position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 525 Charles River Laboratories shares in Q1 2022, an estimated $198K.
  • Optimum Investment Advisors first reported a position in Charles River Laboratories in Q3 2020 and held it in 6 quarters.
  • Optimum Investment Advisors's Charles River Laboratories position peaked at $305K in Q2 2021.
  • 644 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.