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	–	688
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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sugarloaf Wealth Management's CRL Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Charles River Laboratories (CRL) in Q4 2023, closing a stake of 13 shares — an estimated $2.55K sold.

Sugarloaf Wealth Management first reported a position in CRL in Q3 2021 and held it in 9 quarters. The position peaked at $180K in Q2 2023. 634 funds tracked by Wall St. Rank hold CRL as of Q4 2023.

Sugarloaf Wealth Management reported no remaining Charles River Laboratories position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 13 Charles River Laboratories shares in Q4 2023, an estimated $2.55K.
Sugarloaf Wealth Management first reported a position in Charles River Laboratories in Q3 2021 and held it in 9 quarters.
Sugarloaf Wealth Management's Charles River Laboratories position peaked at $180K in Q2 2023.
634 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.