Bartlett & Co’s CorVel CRVL Stock Holding History

Bartlett & Co’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
2022 Q3	–	Sell	-162	Closed	-$8K	–	1173
2022 Q2	$8K	Buy	+162	New	+$8.34K	﹤0.01%	903
2015 Q1	–	Sell	-93	Closed	-$1K	–	733
2014 Q4	$1K	Buy	+93	New	+$1.07K	﹤0.01%	797

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 $3.37T AUM 44.26% 1-Year Est. Return

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

BTW

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bartlett & Co's CRVL Position: Q3 2022 in Review

Bartlett & Co sold out of CorVel (CRVL) in Q3 2022, closing a stake of 162 shares — an estimated $8K sold.

Bartlett & Co first reported a position in CRVL in Q4 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 179 funds tracked by Wall St. Rank hold CRVL as of Q3 2022.

Bartlett & Co reported no remaining CorVel position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 162 CorVel shares in Q3 2022, an estimated $8K.
Bartlett & Co first reported a position in CorVel in Q4 2014 and held it in 2 quarters.
Bartlett & Co's CorVel position peaked at $8K in Q2 2022.
179 funds tracked by Wall St. Rank held CorVel as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.