TrueWealth LLC’s Charles River Laboratories CRL Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-33	Closed	-$5K	–	731
2019 Q4	$5K	Buy	+33	New	+$4.57K	﹤0.01%	559

Other funds holding CRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

TrueWealth LLC's CRL Position: Q1 2020 in Review

TrueWealth LLC sold out of Charles River Laboratories (CRL) in Q1 2020, closing a stake of 33 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in CRL in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 416 funds tracked by Wall St. Rank hold CRL as of Q1 2020.

TrueWealth LLC reported no remaining Charles River Laboratories position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 33 Charles River Laboratories shares in Q1 2020, an estimated $5K.
TrueWealth LLC first reported a position in Charles River Laboratories in Q4 2019 and held it in 1 quarter.
TrueWealth LLC's Charles River Laboratories position peaked at $5K in Q4 2019.
416 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.