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Williams Jones Wealth Management’s Charles River Laboratories CRL Stock Holding History

Williams Jones 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
2022
Q1 		– Sell
-540
Closed -$203K – 537
2021
Q4 		$203K Hold
540
– – ﹤0.01% 463
2021
Q3 		$223K Buy
+540
New +$224K ﹤0.01% 443

Other funds holding CRL

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williams Jones Wealth Management's CRL Position: Q1 2022 in Review

Williams Jones Wealth Management sold out of Charles River Laboratories (CRL) in Q1 2022, closing a stake of 540 shares — an estimated $203K sold.

Williams Jones Wealth Management first reported a position in CRL in Q3 2021 and held it in 2 quarters. The position peaked at $223K in Q3 2021. 644 funds tracked by Wall St. Rank hold CRL as of Q1 2022.

  • Williams Jones Wealth Management reported no remaining Charles River Laboratories position as of Q1 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 540 Charles River Laboratories shares in Q1 2022, an estimated $203K.
  • Williams Jones Wealth Management first reported a position in Charles River Laboratories in Q3 2021 and held it in 2 quarters.
  • Williams Jones Wealth Management's Charles River Laboratories position peaked at $223K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held Charles River Laboratories as of Q1 2022.

Based on Williams Jones Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.