Colonial Trust’s CorVel CRVL Stock Holding History

Colonial Trust’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	-432	Closed	-$37.9K	–	989
2024 Q1	$37.9K	Buy	+432	New	+$34.7K	0.01%	555

Other funds holding CRVL

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

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

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

BTW

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

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

Colonial Trust's CRVL Position: Q2 2024 in Review

Colonial Trust sold out of CorVel (CRVL) in Q2 2024, closing a stake of 432 shares — an estimated $37.9K sold.

Colonial Trust first reported a position in CRVL in Q1 2024 and held it in 1 quarter. The position peaked at $37.9K in Q1 2024. 221 funds tracked by Wall St. Rank hold CRVL as of Q2 2024.

Colonial Trust reported no remaining CorVel position as of Q2 2024 after selling out during the quarter.
Colonial Trust sold 432 CorVel shares in Q2 2024, an estimated $37.9K.
Colonial Trust first reported a position in CorVel in Q1 2024 and held it in 1 quarter.
Colonial Trust's CorVel position peaked at $37.9K in Q1 2024.
221 funds tracked by Wall St. Rank held CorVel as of Q2 2024.

Based on Colonial Trust's 13F filing for Q2 2024, filed 14 Aug 2024.