SFG
CRL icon

Steward Financial Group’s Charles River Laboratories CRL Stock Holding History

Steward Financial Group’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 		$4K Buy
+22
New +$4.52K ﹤0.01% 703
2022
Q3 		– Sell
-9
Closed -$1K – 358
2022
Q2 		$1K Buy
+9
New +$2.2K ﹤0.01% 704

Other funds holding CRL

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

Steward Financial Group's CRL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Charles River Laboratories (CRL) in Q3 2023: 22 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CRL as recently as Q2 2022.

Steward Financial Group first reported a position in CRL in Q2 2022 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold CRL as of Q3 2023.

  • Steward Financial Group held 22 shares of Charles River Laboratories worth $4K as of Q3 2023.
  • Charles River Laboratories was a new Steward Financial Group position in Q3 2023.
  • Charles River Laboratories made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #703 holding.
  • Steward Financial Group first reported a position in Charles River Laboratories in Q2 2022 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.