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Palumbo Wealth Management’s Charles River Laboratories CRL Stock Holding History

Palumbo 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
2021
Q4 		– Sell
-2,447
Closed -$1.01M – 93
2021
Q3 		$1.01M Buy
+2,447
New +$1.02M 0.67% 24

Other funds holding CRL

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palumbo Wealth Management's CRL Position: Q4 2021 in Review

Palumbo Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2021, closing a stake of 2,447 shares — an estimated $1.01M sold.

Palumbo Wealth Management first reported a position in CRL in Q3 2021 and held it in 1 quarter. The position peaked at $1.01M in Q3 2021. 707 funds tracked by Wall St. Rank hold CRL as of Q4 2021.

  • Palumbo Wealth Management reported no remaining Charles River Laboratories position as of Q4 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 2,447 Charles River Laboratories shares in Q4 2021, an estimated $1.01M.
  • Palumbo Wealth Management first reported a position in Charles River Laboratories in Q3 2021 and held it in 1 quarter.
  • Palumbo Wealth Management's Charles River Laboratories position peaked at $1.01M in Q3 2021.
  • 707 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2021.

Based on Palumbo Wealth Management's 13F filing for Q4 2021, filed 16 Feb 2022.