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Surevest’s Charles River Laboratories CRL Stock Holding History

Surevest’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
2022
Q3 		$3K Hold
15
– – ﹤0.01% 352
2022
Q2 		$3K Hold
15
– – ﹤0.01% 373
2022
Q1 		$4K Hold
15
– – ﹤0.01% 331
2021
Q4 		$6K Buy
+15
New +$5.83K ﹤0.01% 307

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Surevest's CRL Position: Q3 2022 in Review

Surevest held its Charles River Laboratories (CRL) position steady in Q3 2022 at 15 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Surevest first reported a position in CRL in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 583 funds tracked by Wall St. Rank hold CRL as of Q3 2022.

  • Surevest held 15 shares of Charles River Laboratories worth $3K as of Q3 2022.
  • Surevest left its Charles River Laboratories share count unchanged in Q3 2022.
  • Charles River Laboratories made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #352 holding.
  • Surevest first reported a position in Charles River Laboratories in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Charles River Laboratories position peaked at $6K in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Charles River Laboratories as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.