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Gladstone Institutional Advisory’s CorVel CRVL Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-3,744
Closed -$260K – 707
2021
Q4 		$260K Sell
3,744
-111
-3% -$6.97K 0.02% 509
2021
Q3 		$239K Buy
+3,855
New +$201K 0.02% 476

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

Gladstone Institutional Advisory's CRVL Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of CorVel (CRVL) in Q1 2022, closing a stake of 3,744 shares — an estimated $260K sold.

Gladstone Institutional Advisory first reported a position in CRVL in Q3 2021 and held it in 2 quarters. The position peaked at $260K in Q4 2021. 185 funds tracked by Wall St. Rank hold CRVL as of Q1 2022.

  • Gladstone Institutional Advisory reported no remaining CorVel position as of Q1 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,744 CorVel shares in Q1 2022, an estimated $260K.
  • Gladstone Institutional Advisory first reported a position in CorVel in Q3 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's CorVel position peaked at $260K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held CorVel as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.