Aperio Group’s CorVel CRVL Stock Holding History

Aperio Group’s Portfolio CRVL Stock Details CRVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$233K	Buy	+6,597	New	+$205K	﹤0.01%	2265
2020 Q1	–	Sell	-16,533	Closed	-$481K	–	2348
2019 Q4	$481K	Sell	16,533 -930	-5%	-$24.7K	﹤0.01%	1818
2019 Q3	$441K	Sell	17,463 -1,095	-6%	-$31.1K	﹤0.01%	1828
2019 Q2	$538K	Buy	18,558 +5,334	+40%	+$131K	﹤0.01%	1751
2019 Q1	$288K	Buy	13,224 +2,208	+20%	+$47.2K	﹤0.01%	2015
2018 Q4	$227K	Sell	11,016 -39	-0.4%	-$795	﹤0.01%	2080
2018 Q3	$222K	Sell	11,055 -1,287	-10%	-$24.8K	﹤0.01%	2150
2018 Q2	$222K	Buy	12,342 +177	+1%	+$3.05K	﹤0.01%	2130
2018 Q1	$205K	Sell	12,165 -144	-1%	-$2.44K	﹤0.01%	2128
2017 Q4	$217K	Sell	12,309 -3,966	-24%	-$74.7K	﹤0.01%	2116
2017 Q3	$295K	Sell	16,275 -2,730	-14%	-$45.6K	﹤0.01%	1928
2017 Q2	$301K	Buy	19,005 +4,329	+29%	+$65.5K	﹤0.01%	1889
2017 Q1	$213K	Buy	+14,676	New	+$193K	﹤0.01%	2008
2016 Q4	–	Sell	-15,954	Closed	-$204K	–	2123
2016 Q3	$204K	Hold	15,954	–	–	﹤0.01%	1927
2016 Q2	$230K	Sell	15,954 -630	-4%	-$9.47K	﹤0.01%	1787
2016 Q1	$218K	Hold	16,584	–	–	﹤0.01%	1833
2015 Q4	$243K	Buy	+16,584	New	+$204K	﹤0.01%	1728

Other funds holding CRVL

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Aperio Group's CRVL Position: Q4 2020 in Review

Aperio Group opened a new position in CorVel (CRVL) in Q4 2020: 6,597 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #2265 among its holdings. This is a return to the name: Aperio Group previously reported a position in CRVL as recently as Q4 2019.

Aperio Group first reported a position in CRVL in Q4 2015 and has held it in 17 quarters since. The position peaked at $538K in Q2 2019. 140 funds tracked by Wall St. Rank hold CRVL as of Q4 2020.

Aperio Group held 6,597 shares of CorVel worth $233K as of Q4 2020.
CorVel was a new Aperio Group position in Q4 2020.
CorVel made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2265 holding.
Aperio Group first reported a position in CorVel in Q4 2015 and has held it in 17 quarters since.
Aperio Group's CorVel position peaked at $538K in Q2 2019.
140 funds tracked by Wall St. Rank held CorVel as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.