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

Sugarloaf 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
Q4 		– Sell
-13
Closed -$2.55K – 690
2023
Q3 		$2.55K Sell
13
-843
-98% -$173K ﹤0.01% 588
2023
Q2 		$180K Buy
856
+402
+89% +$80K 0.04% 148
2023
Q1 		$91.7K Buy
454
+160
+54% +$36.3K 0.02% 207
2022
Q4 		$64K Sell
294
-10
-3% -$2.18K 0.02% 249
2022
Q3 		$60K Buy
304
+19
+7% +$4.1K 0.02% 261
2022
Q2 		$61K Buy
285
+72
+34% +$17.6K 0.02% 256
2022
Q1 		$60K Buy
213
+59
+38% +$18.2K 0.01% 253
2021
Q4 		$58K Buy
154
+98
+175% +$38.1K 0.01% 269
2021
Q3 		$23K Buy
+56
New +$23.3K 0.01% 396

Other funds holding CRL

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BlackRock
BlackRock New York $5.7T 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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 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