River Wealth Advisors’s Charles River Laboratories CRL Stock Holding History

River Wealth 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 Q2	–	Sell	-847	Closed	-$229K	–	197
2024 Q1	$229K	Sell	847 -25	-3%	-$5.97K	0.03%	189
2023 Q4	$206K	Buy	+872	New	+$171K	0.03%	201
2022 Q2	–	Sell	-992	Closed	-$282K	–	216
2022 Q1	$282K	Hold	992	–	–	0.05%	197
2021 Q4	$374K	Sell	992 -60	-6%	-$23.3K	0.06%	175
2021 Q3	$434K	Hold	1,052	–	–	0.07%	160
2021 Q2	$389K	Buy	1,052 +20	+2%	+$6.68K	0.07%	170
2021 Q1	$299K	Buy	1,032 +140	+16%	+$38.9K	0.06%	183
2020 Q4	$223K	Buy	+892	New	+$212K	0.05%	194

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

River Wealth Advisors's CRL Position: Q2 2024 in Review

River Wealth Advisors sold out of Charles River Laboratories (CRL) in Q2 2024, closing a stake of 847 shares — an estimated $229K sold.

River Wealth Advisors first reported a position in CRL in Q4 2020 and held it in 8 quarters. The position peaked at $434K in Q3 2021. 665 funds tracked by Wall St. Rank hold CRL as of Q2 2024.

River Wealth Advisors reported no remaining Charles River Laboratories position as of Q2 2024 after selling out during the quarter.
River Wealth Advisors sold 847 Charles River Laboratories shares in Q2 2024, an estimated $229K.
River Wealth Advisors first reported a position in Charles River Laboratories in Q4 2020 and held it in 8 quarters.
River Wealth Advisors's Charles River Laboratories position peaked at $434K in Q3 2021.
665 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2024.

Based on River Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.