Claris Advisors’s CorVel CRVL Stock Holding History

Claris Advisors’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 Q4	–	Sell	-3	Closed	-$327	–	314
2024 Q3	$327	Buy	+3	New	+$300	﹤0.01%	800

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

Claris Advisors's CRVL Position: Q4 2024 in Review

Claris Advisors sold out of CorVel (CRVL) in Q4 2024, closing a stake of 3 shares — an estimated $327 sold.

Claris Advisors first reported a position in CRVL in Q3 2024 and held it in 1 quarter. The position peaked at $327 in Q3 2024. 264 funds tracked by Wall St. Rank hold CRVL as of Q4 2024.

Claris Advisors reported no remaining CorVel position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 CorVel shares in Q4 2024, an estimated $327.
Claris Advisors first reported a position in CorVel in Q3 2024 and held it in 1 quarter.
Claris Advisors's CorVel position peaked at $327 in Q3 2024.
264 funds tracked by Wall St. Rank held CorVel as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.