Crossmark Global Holdings’s CorVel CRVL Stock Holding History

Crossmark Global Holdings’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	-2,736	Closed	-$298K	–	1258
2024 Q3	$298K	Buy	+2,736	New	+$274K	0.01%	1078
2024 Q2	–	Sell	-2,412	Closed	-$211K	–	1306
2024 Q1	$211K	Buy	+2,412	New	+$194K	﹤0.01%	1262
2019 Q3	–	Sell	-7,830	Closed	-$227K	–	1355
2019 Q2	$227K	Buy	+7,830	New	+$193K	0.01%	1236
2018 Q4	–	Sell	-15,357	Closed	-$308K	–	1426
2018 Q3	$308K	Buy	15,357 +150	+1%	+$2.89K	0.01%	1296
2018 Q2	$274K	Buy	15,207 +750	+5%	+$12.9K	0.01%	1370
2018 Q1	$244K	Sell	14,457 -867	-6%	-$14.7K	0.01%	1398
2017 Q4	$270K	Buy	+15,324	New	+$289K	0.01%	1428

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

Crossmark Global Holdings's CRVL Position: Q4 2024 in Review

Crossmark Global Holdings sold out of CorVel (CRVL) in Q4 2024, closing a stake of 2,736 shares — an estimated $298K sold.

Crossmark Global Holdings first reported a position in CRVL in Q4 2017 and held it in 7 quarters. The position peaked at $308K in Q3 2018. 264 funds tracked by Wall St. Rank hold CRVL as of Q4 2024.

Crossmark Global Holdings reported no remaining CorVel position as of Q4 2024 after selling out during the quarter.
Crossmark Global Holdings sold 2,736 CorVel shares in Q4 2024, an estimated $298K.
Crossmark Global Holdings first reported a position in CorVel in Q4 2017 and held it in 7 quarters.
Crossmark Global Holdings's CorVel position peaked at $308K in Q3 2018.
264 funds tracked by Wall St. Rank held CorVel as of Q4 2024.

Based on Crossmark Global Holdings's 13F filing for Q4 2024, filed 16 Jan 2025.