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Pinnacle Private Wealth’s Charles River Laboratories CRL Stock Holding History

Pinnacle Private 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
2022
Q2 		$342K Hold
1,599
– – 0.13% 177
2022
Q1 		$454K Hold
1,599
– – 0.14% 168
2021
Q4 		$602K Buy
+1,599
New +$621K 0.19% 126

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 $3.37T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Private Wealth's CRL Position: Q2 2022 in Review

Pinnacle Private Wealth held its Charles River Laboratories (CRL) position steady in Q2 2022 at 1,599 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #177.

Pinnacle Private Wealth first reported a position in CRL in Q4 2021 and has held it in 3 quarters since. The position peaked at $602K in Q4 2021. 627 funds tracked by Wall St. Rank hold CRL as of Q2 2022.

  • Pinnacle Private Wealth held 1,599 shares of Charles River Laboratories worth $342K as of Q2 2022.
  • Pinnacle Private Wealth left its Charles River Laboratories share count unchanged in Q2 2022.
  • Charles River Laboratories made up 0.13% of Pinnacle Private Wealth's portfolio in Q2 2022, its #177 holding.
  • Pinnacle Private Wealth first reported a position in Charles River Laboratories in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Charles River Laboratories position peaked at $602K in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.