SWG
CRL icon

Summit Wealth Group’s Charles River Laboratories CRL Stock Holding History

Summit Wealth 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
Q2 		– Sell
-28,255
Closed – – 115
2023
Q1 		$0 Buy
+28,255
New +$6.4M ﹤0.01% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Summit Wealth Group's CRL Position: Q2 2023 in Review

Summit Wealth Group sold out of Charles River Laboratories (CRL) in Q2 2023, closing a stake of 28,255 shares.

Summit Wealth Group first reported a position in CRL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 612 funds tracked by Wall St. Rank hold CRL as of Q2 2023.

  • Summit Wealth Group reported no remaining Charles River Laboratories position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 28,255 Charles River Laboratories shares in Q2 2023.
  • Summit Wealth Group first reported a position in Charles River Laboratories in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Charles River Laboratories position peaked at $0 in Q1 2023.
  • 612 funds tracked by Wall St. Rank held Charles River Laboratories as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.