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Johnson Financial Group Inc (Wisconsin)’s CorVel CRVL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2017
Q2 		– Sell
-885
Closed -$13K – 572
2017
Q1 		$13K Hold
885
– – ﹤0.01% 561
2016
Q4 		$11K Buy
885
+450
+103% +$5.15K ﹤0.01% 569
2016
Q3 		$6K Sell
435
-450
-51% -$6.23K ﹤0.01% 625
2016
Q2 		$13K Buy
885
+375
+74% +$5.64K ﹤0.01% 645
2016
Q1 		$7K Sell
510
-300
-37% -$4.22K ﹤0.01% 630
2015
Q4 		$12K Sell
810
-1,800
-69% -$22.1K ﹤0.01% 614
2015
Q3 		$28K Hold
2,610
– – 0.01% 544
2015
Q2 		$28K Hold
2,610
– – 0.01% 562
2015
Q1 		$30K Hold
2,610
– – 0.01% 573
2014
Q4 		$32K Hold
2,610
– – 0.01% 536
2014
Q3 		$29K Buy
2,610
+225
+9% +$3.03K 0.01% 515
2014
Q2 		$36K Buy
2,385
+1,575
+194% +$24.5K 0.01% 494
2014
Q1 		$13K Buy
810
+135
+20% +$2.16K ﹤0.01% 571
2013
Q4 		$11K Buy
+675
New +$9.56K ﹤0.01% 566

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CRVL Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of CorVel (CRVL) in Q2 2017, closing a stake of 885 shares — an estimated $13K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CRVL in Q4 2013 and held it in 14 quarters. The position peaked at $36K in Q2 2014. 127 funds tracked by Wall St. Rank hold CRVL as of Q2 2017.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining CorVel position as of Q2 2017 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 885 CorVel shares in Q2 2017, an estimated $13K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in CorVel in Q4 2013 and held it in 14 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s CorVel position peaked at $36K in Q2 2014.
  • 127 funds tracked by Wall St. Rank held CorVel as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.