Disciplined Investments’s CorVel CRVL Stock Holding History

Disciplined 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
2023 Q3	–	Sell	-12	Closed	-$774	–	428
2023 Q2	$774	Hold	12	–	–	﹤0.01%	1069
2023 Q1	$761	Buy	12 +6	+100%	+$351	﹤0.01%	1085
2022 Q4	$291	Hold	6	–	–	﹤0.01%	1345
2022 Q3	$0	Sell	6 -6	-50%	-$311	﹤0.01%	1299
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	859
2022 Q1	$1K	Buy	+12	New	+$682	﹤0.01%	917

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

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

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

Disciplined Investments's CRVL Position: Q3 2023 in Review

Disciplined Investments sold out of CorVel (CRVL) in Q3 2023, closing a stake of 12 shares — an estimated $774 sold.

Disciplined Investments first reported a position in CRVL in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 200 funds tracked by Wall St. Rank hold CRVL as of Q3 2023.

Disciplined Investments reported no remaining CorVel position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 12 CorVel shares in Q3 2023, an estimated $774.
Disciplined Investments first reported a position in CorVel in Q1 2022 and held it in 6 quarters.
Disciplined Investments's CorVel position peaked at $1K in Q2 2022.
200 funds tracked by Wall St. Rank held CorVel as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.