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	-6	Closed	-$568	–	1219
2023 Q4	$568	Buy	+6	New	+$425	﹤0.01%	873
2021 Q3	$186K	Buy	66 +60	+1,000%	+$3.13K	0.09%	200
2021 Q2	$134K	Buy	+6	New	+$237	0.05%	273
2020 Q4	$3K	Buy	+72	New	+$2.24K	﹤0.01%	256
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 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's CRVL Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of CorVel (CRVL) in Q1 2024, closing a stake of 6 shares — an estimated $568 sold.

Financial Gravity Asset Management first reported a position in CRVL in Q1 2019 and held it in 8 quarters. The position peaked at $186K in Q3 2021. 209 funds tracked by Wall St. Rank hold CRVL as of Q1 2024.

Financial Gravity Asset Management reported no remaining CorVel position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 CorVel shares in Q1 2024, an estimated $568.
Financial Gravity Asset Management first reported a position in CorVel in Q1 2019 and held it in 8 quarters.
Financial Gravity Asset Management's CorVel position peaked at $186K in Q3 2021.
209 funds tracked by Wall St. Rank held CorVel as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.