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Fulcrum Equity Management’s CorVel CRVL Stock Holding History

Fulcrum Equity 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
2022
Q3 		– Sell
-4,266
Closed -$209K – 74
2022
Q2 		$209K Sell
4,266
-1,800
-30% -$92.7K 0.17% 69
2022
Q1 		$341K Buy
+6,066
New +$345K 0.2% 72

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 $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fulcrum Equity Management's CRVL Position: Q3 2022 in Review

Fulcrum Equity Management sold out of CorVel (CRVL) in Q3 2022, closing a stake of 4,266 shares — an estimated $209K sold.

Fulcrum Equity Management first reported a position in CRVL in Q1 2022 and held it in 2 quarters. The position peaked at $341K in Q1 2022. 179 funds tracked by Wall St. Rank hold CRVL as of Q3 2022.

  • Fulcrum Equity Management reported no remaining CorVel position as of Q3 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,266 CorVel shares in Q3 2022, an estimated $209K.
  • Fulcrum Equity Management first reported a position in CorVel in Q1 2022 and held it in 2 quarters.
  • Fulcrum Equity Management's CorVel position peaked at $341K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held CorVel as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.