Occudo Quantitative Strategies’s CorVel CRVL Stock Holding History

Occudo Quantitative Strategies’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
2026 Q1	$1.41M	Sell	24,493 -2,801	-10%	-$161K	0.08%	338
2025 Q4	$1.85M	Buy	27,294 +6,209	+29%	+$450K	0.12%	220
2025 Q3	$1.63M	Buy	21,085 +9,889	+88%	+$882K	0.2%	135
2025 Q2	$1.15M	Buy	11,196 +3,867	+53%	+$426K	0.13%	208
2025 Q1	$816K	Buy	7,329 +2,862	+64%	+$319K	0.11%	269
2024 Q4	$497K	Sell	4,467 -246	-5%	-$27.5K	0.09%	317
2024 Q3	$514K	Sell	4,713 -4,545	-49%	-$454K	0.09%	272
2024 Q2	$785K	Sell	9,258 -2,256	-20%	-$186K	0.14%	207
2024 Q1	$1.01M	Sell	11,514 -855	-7%	-$68.8K	0.18%	156
2023 Q4	$1.02M	Buy	12,369 +3,861	+45%	+$274K	0.14%	204
2023 Q3	$558K	Buy	+8,508	New	+$587K	0.07%	453

Other funds holding CRVL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return