WR Wealth Planners’s Charles River Laboratories CRL Stock Holding History

WR Wealth Planners’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 Q4	$185K	Sell	1,000 -5	-0.5%	-$963	0.06%	161
2024 Q3	$198K	Hold	1,005	–	–	0.06%	183
2024 Q2	$208K	Hold	1,005	–	–	0.06%	166
2024 Q1	$272K	Hold	1,005	–	–	0.08%	142
2023 Q4	$238K	Hold	1,005	–	–	0.09%	162
2023 Q3	$197K	Hold	1,005	–	–	0.08%	173
2023 Q2	$211K	Hold	1,005	–	–	0.08%	162
2023 Q1	$203K	Buy	+1,005	New	+$228K	0.09%	155

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

WR Wealth Planners's CRL Position: Q4 2024 in Review

WR Wealth Planners reduced its Charles River Laboratories (CRL) stake by 0.5% in Q4 2024, selling an estimated $963 and leaving 1,000 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #161.

WR Wealth Planners first reported a position in CRL in Q1 2023 and has held it in 8 quarters since. The position peaked at $272K in Q1 2024. 636 funds tracked by Wall St. Rank hold CRL as of Q4 2024.

WR Wealth Planners held 1,000 shares of Charles River Laboratories worth $185K as of Q4 2024.
WR Wealth Planners sold 5 Charles River Laboratories shares in Q4 2024, an estimated $963.
Charles River Laboratories made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #161 holding.
WR Wealth Planners first reported a position in Charles River Laboratories in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Charles River Laboratories position peaked at $272K in Q1 2024.
636 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.