FGAM
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Financial Gravity Asset Management’s CorVel CRVL Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Sell
-12
Closed -$1K – 1987
2023
Q4 		$1K Buy
12
+6
+100% +$425 ﹤0.01% 1046
2023
Q3 		$435 Buy
+6
New +$414 ﹤0.01% 830
2023
Q2 		– Sell
-570
Closed -$437 – 1655
2023
Q1 		$437 Buy
+570
New +$33.3K 0.01% 467
2022
Q4 		– Sell
-1,242
Closed -$318 – 1424
2022
Q3 		$318 Sell
1,242
-81
-6% -$4.2K 0.01% 465
2022
Q2 		$338 Sell
1,323
-9,261
-88% -$477K 0.01% 446
2022
Q1 		$3.05K Sell
10,584
-5,016
-32% -$285K 0.09% 205
2021
Q4 		$3.69K Buy
15,600
+15,534
+23,536% +$976K 0.08% 235
2021
Q3 		$186K Buy
66
+60
+1,000% +$3.13K 0.09% 200
2021
Q2 		$134K Sell
6
-93
-94% -$3.67K 0.05% 273
2021
Q1 		$3.34K Buy
99
+27
+38% +$940 0.07% 186
2020
Q4 		$3K Buy
+72
New +$2.24K ﹤0.01% 256
2020
Q2 		– Sell
-417
Closed -$7.56K – 192
2020
Q1 		$7.56K Sell
417
-288
-41% -$7.49K 0.02% 275
2019
Q4 		$87K Sell
705
-489
-41% -$13K 0.06% 374
2019
Q3 		$30K Sell
1,194
-513
-30% -$14.6K 0.03% 380
2019
Q2 		$49K Sell
1,707
-492
-22% -$12.1K 0.04% 322
2019
Q1 		$48K Buy
+2,199
New +$47K 0.04% 326

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return