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

Tradition 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
2024
Q1 		– Sell
-73
Closed -$17K – 549
2023
Q4 		$17K Sell
73
-1
-1% -$197 ﹤0.01% 879
2023
Q3 		$15K Buy
74
+1
+1% +$205 ﹤0.01% 919
2023
Q2 		$15K Hold
73
– – ﹤0.01% 938
2023
Q1 		$15K Hold
73
– – ﹤0.01% 892
2022
Q4 		$16K Hold
73
– – ﹤0.01% 792
2022
Q3 		$14K Buy
+73
New +$15.8K ﹤0.01% 842

Other funds holding CRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Tradition Wealth Management's CRL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2024, closing a stake of 73 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in CRL in Q3 2022 and held it in 6 quarters. The position peaked at $17K in Q4 2023. 676 funds tracked by Wall St. Rank hold CRL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Charles River Laboratories position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 73 Charles River Laboratories shares in Q1 2024, an estimated $17K.
  • Tradition Wealth Management first reported a position in Charles River Laboratories in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Charles River Laboratories position peaked at $17K in Q4 2023.
  • 676 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.