Squar Milner Financial Services’s Charles River Laboratories CRL Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-763	Closed	-$96K	–	318
2020 Q1	$96K	Buy	763 +104	+16%	+$15.6K	0.06%	273
2019 Q4	$100K	Sell	659 -252	-28%	-$34.9K	0.05%	323
2019 Q3	$206K	Buy	911 +849	+1,369%	+$114K	0.11%	208
2019 Q2	$9K	Sell	62 -103	-62%	-$14K	0.01%	529
2019 Q1	$23K	Hold	165	–	–	0.02%	410
2018 Q4	$19K	Sell	165 -7	-4%	-$876	0.02%	397
2018 Q3	$23K	Hold	172	–	–	0.02%	398
2018 Q2	$19K	Buy	+172	New	+$18.6K	0.02%	487

Other funds holding CRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Squar Milner Financial Services's CRL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Charles River Laboratories (CRL) in Q2 2020, closing a stake of 763 shares — an estimated $96K sold.

Squar Milner Financial Services first reported a position in CRL in Q2 2018 and held it in 8 quarters. The position peaked at $206K in Q3 2019. 466 funds tracked by Wall St. Rank hold CRL as of Q2 2020.

Squar Milner Financial Services reported no remaining Charles River Laboratories position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 763 Charles River Laboratories shares in Q2 2020, an estimated $96K.
Squar Milner Financial Services first reported a position in Charles River Laboratories in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's Charles River Laboratories position peaked at $206K in Q3 2019.
466 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.