Seven Post Investment Office’s Charles River Laboratories CRL Stock Holding History

Seven Post Investment Office’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 Q4	–	Sell	-1,624	Closed	-$320K	–	39
2024 Q3	$320K	Hold	1,624	–	–	0.05%	45
2024 Q2	$335K	Hold	1,624	–	–	0.06%	47
2024 Q1	$440K	Hold	1,624	–	–	0.11%	42
2023 Q4	$384K	Hold	1,624	–	–	0.1%	47
2023 Q3	$318K	Hold	1,624	–	–	0.09%	47
2023 Q2	$341K	Hold	1,624	–	–	0.1%	45
2023 Q1	$328K	Hold	1,624	–	–	0.12%	43
2022 Q4	$354K	Sell	1,624 -2,000	-55%	-$437K	0.12%	42
2022 Q3	$713K	Hold	3,624	–	–	0.28%	24
2022 Q2	$775K	Hold	3,624	–	–	0.29%	24
2022 Q1	$1.03M	Hold	3,624	–	–	0.31%	23
2021 Q4	$1.36M	Hold	3,624	–	–	0.37%	22
2021 Q3	$1.5M	Hold	3,624	–	–	0.47%	20
2021 Q2	$1.34M	Hold	3,624	–	–	0.41%	19
2021 Q1	$1.05M	Hold	3,624	–	–	0.37%	20
2020 Q4	$905K	Hold	3,624	–	–	0.37%	18
2020 Q3	$821K	Hold	3,624	–	–	0.32%	21
2020 Q2	$632K	Hold	3,624	–	–	0.27%	22
2020 Q1	$457K	Hold	3,624	–	–	0.24%	24
2019 Q4	$554K	Hold	3,624	–	–	0.4%	17
2019 Q3	$480K	Hold	3,624	–	–	0.34%	14
2019 Q2	$514K	Hold	3,624	–	–	0.35%	14
2019 Q1	$526K	Hold	3,624	–	–	0.37%	14
2018 Q4	$410K	Hold	3,624	–	–	0.32%	16
2018 Q3	$488K	Buy	+3,624	New	+$447K	0.41%	11

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Seven Post Investment Office's CRL Position: Q4 2024 in Review

Seven Post Investment Office sold out of Charles River Laboratories (CRL) in Q4 2024, closing a stake of 1,624 shares — an estimated $320K sold.

Seven Post Investment Office first reported a position in CRL in Q3 2018 and held it in 25 quarters. The position peaked at $1.5M in Q3 2021. 637 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

Seven Post Investment Office reported no remaining Charles River Laboratories position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 1,624 Charles River Laboratories shares in Q4 2024, an estimated $320K.
Seven Post Investment Office first reported a position in Charles River Laboratories in Q3 2018 and held it in 25 quarters.
Seven Post Investment Office's Charles River Laboratories position peaked at $1.5M in Q3 2021.
637 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.