Sageworth Trust’s CorVel CRVL Stock Holding History

Sageworth Trust’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	-33	Closed	-$2K	–	452
2021 Q4	$2K	Sell	33 -117	-78%	-$7.35K	﹤0.01%	579
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	573
2021 Q2	$7K	Buy	+150	New	+$5.92K	﹤0.01%	657

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 $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sageworth Trust's CRVL Position: Q1 2022 in Review

Sageworth Trust sold out of CorVel (CRVL) in Q1 2022, closing a stake of 33 shares — an estimated $2K sold.

Sageworth Trust first reported a position in CRVL in Q2 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 185 funds tracked by Wall St. Rank hold CRVL as of Q1 2022.

Sageworth Trust reported no remaining CorVel position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 33 CorVel shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in CorVel in Q2 2021 and held it in 3 quarters.
Sageworth Trust's CorVel position peaked at $9K in Q3 2021.
185 funds tracked by Wall St. Rank held CorVel as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.