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YorkBridge Wealth Partners’s Charles River Laboratories CRL Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$318K Sell
1,461
-173
-11% -$37.8K 0.08% 175
2022
Q3 		$322K Buy
1,634
+199
+14% +$43K 0.08% 178
2022
Q2 		$307K Buy
1,435
+268
+23% +$65.5K 0.08% 186
2022
Q1 		$331K Sell
1,167
-24
-2% -$7.4K 0.07% 216
2021
Q4 		$449K Buy
1,191
+26
+2% +$10.1K 0.1% 161
2021
Q3 		$481K Sell
1,165
-80
-6% -$33.2K 0.12% 135
2021
Q2 		$461K Sell
1,245
-57
-4% -$19K 0.12% 133
2021
Q1 		$377K Buy
1,302
+281
+28% +$78.1K 0.11% 150
2020
Q4 		$255K Sell
1,021
-15
-1% -$3.57K 0.09% 169
2020
Q3 		$235K Buy
+1,036
New +$215K 0.1% 158
2019
Q3 		– Sell
-1,252
Closed -$178K – 269
2019
Q2 		$178K Sell
1,252
-11
-0.9% -$1.49K 0.08% 182
2019
Q1 		$183K Buy
1,263
+12
+1% +$1.58K 0.08% 172
2018
Q4 		$142K Sell
1,251
-33
-3% -$4.13K 0.08% 189
2018
Q3 		$171K Sell
1,284
-10
-0.8% -$1.23K 0.08% 188
2018
Q2 		$145K Buy
1,294
+44
+4% +$4.76K 0.06% 221
2018
Q1 		$133K Buy
1,250
+81
+7% +$8.73K 0.06% 237
2017
Q4 		$117K Buy
1,169
+78
+7% +$8.49K 0.06% 258
2017
Q3 		$118K Buy
1,091
+891
+446% +$91.5K 0.06% 239
2017
Q2 		$20K Hold
200
– – 0.01% 510
2017
Q1 		$18K Hold
200
– – 0.01% 529
2016
Q4 		$14K Buy
+200
New +$15.2K 0.01% 513

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

YorkBridge Wealth Partners's CRL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Charles River Laboratories (CRL) stake by 11% in Q4 2022, selling an estimated $37.8K and leaving 1,461 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #175.

YorkBridge Wealth Partners first reported a position in CRL in Q4 2016 and has held it in 21 quarters since. The position peaked at $481K in Q3 2021. 627 funds tracked by Wall St. Rank hold CRL as of Q4 2022.

  • YorkBridge Wealth Partners held 1,461 shares of Charles River Laboratories worth $318K as of Q4 2022.
  • YorkBridge Wealth Partners sold 173 Charles River Laboratories shares in Q4 2022, an estimated $37.8K.
  • Charles River Laboratories made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #175 holding.
  • YorkBridge Wealth Partners first reported a position in Charles River Laboratories in Q4 2016 and has held it in 21 quarters since.
  • YorkBridge Wealth Partners's Charles River Laboratories position peaked at $481K in Q3 2021.
  • 627 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.