AXS Investments’s CorVel CRVL Stock Holding History

AXS Investments’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
2024 Q2	–	Sell	-2,625	Closed	-$230K	–	240
2024 Q1	$230K	Buy	2,625 +330	+14%	+$26.5K	0.06%	264
2023 Q4	$189K	Buy	+2,295	New	+$163K	0.05%	290
2023 Q3	–	Sell	-2,280	Closed	-$147K	–	386
2023 Q2	$147K	Sell	2,280 -285	-11%	-$19.1K	0.04%	284
2023 Q1	$163K	Buy	2,565 +1,083	+73%	+$63.3K	0.05%	224
2022 Q4	$71.8K	Buy	+1,482	New	+$73.8K	0.03%	256

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AXS Investments's CRVL Position: Q2 2024 in Review

AXS Investments sold out of CorVel (CRVL) in Q2 2024, closing a stake of 2,625 shares — an estimated $230K sold.

AXS Investments first reported a position in CRVL in Q4 2022 and held it in 5 quarters. The position peaked at $230K in Q1 2024. 221 funds tracked by Wall St. Rank hold CRVL as of Q2 2024.

AXS Investments reported no remaining CorVel position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 2,625 CorVel shares in Q2 2024, an estimated $230K.
AXS Investments first reported a position in CorVel in Q4 2022 and held it in 5 quarters.
AXS Investments's CorVel position peaked at $230K in Q1 2024.
221 funds tracked by Wall St. Rank held CorVel as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.