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Diversified Trust’s CorVel CRVL Stock Holding History

Diversified 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
2021
Q4 		– Sell
-5,577
Closed -$346K – 847
2021
Q3 		$346K Hold
5,577
– – 0.01% 534
2021
Q2 		$250K Buy
+5,577
New +$220K 0.01% 613
2021
Q1 		– Sell
-6,150
Closed -$217K – 785
2020
Q4 		$217K Buy
+6,150
New +$191K 0.01% 629

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversified Trust's CRVL Position: Q4 2021 in Review

Diversified Trust sold out of CorVel (CRVL) in Q4 2021, closing a stake of 5,577 shares — an estimated $346K sold.

Diversified Trust first reported a position in CRVL in Q4 2020 and held it in 3 quarters. The position peaked at $346K in Q3 2021. 180 funds tracked by Wall St. Rank hold CRVL as of Q4 2021.

  • Diversified Trust reported no remaining CorVel position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 5,577 CorVel shares in Q4 2021, an estimated $346K.
  • Diversified Trust first reported a position in CorVel in Q4 2020 and held it in 3 quarters.
  • Diversified Trust's CorVel position peaked at $346K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held CorVel as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.