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

Ruedi 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
2023
Q3 		– Sell
-53
Closed -$11.1K – 225
2023
Q2 		$11.1K Hold
53
– – 0.01% 133
2023
Q1 		$10.7K Hold
53
– – 0.01% 152
2022
Q4 		$11.5K Buy
+53
New +$11.6K 0.01% 136

Other funds holding CRL

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's CRL Position: Q3 2023 in Review

Ruedi Wealth Management sold out of Charles River Laboratories (CRL) in Q3 2023, closing a stake of 53 shares — an estimated $11.1K sold.

Ruedi Wealth Management first reported a position in CRL in Q4 2022 and held it in 3 quarters. The position peaked at $11.5K in Q4 2022. 621 funds tracked by Wall St. Rank hold CRL as of Q3 2023.

  • Ruedi Wealth Management reported no remaining Charles River Laboratories position as of Q3 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 53 Charles River Laboratories shares in Q3 2023, an estimated $11.1K.
  • Ruedi Wealth Management first reported a position in Charles River Laboratories in Q4 2022 and held it in 3 quarters.
  • Ruedi Wealth Management's Charles River Laboratories position peaked at $11.5K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2023.

Based on Ruedi Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.