Schubert & Co’s CorVel CRVL Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-36	Closed	-$2.28K	–	387
2023 Q1	$2.28K	Buy	36 +9	+33%	+$526	﹤0.01%	848
2022 Q4	$1.31K	Hold	27	–	–	﹤0.01%	1076
2022 Q3	$1K	Buy	27 +9	+50%	+$467	﹤0.01%	1056
2022 Q2	$1K	Buy	18 +3	+20%	+$154	﹤0.01%	1047
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	635
2021 Q4	$1K	Buy	+15	New	+$942	﹤0.01%	585

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 $3.37T AUM 44.26% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Schubert & Co's CRVL Position: Q2 2023 in Review

Schubert & Co sold out of CorVel (CRVL) in Q2 2023, closing a stake of 36 shares — an estimated $2.28K sold.

Schubert & Co first reported a position in CRVL in Q4 2021 and held it in 6 quarters. The position peaked at $2.28K in Q1 2023. 198 funds tracked by Wall St. Rank hold CRVL as of Q2 2023.

Schubert & Co reported no remaining CorVel position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 36 CorVel shares in Q2 2023, an estimated $2.28K.
Schubert & Co first reported a position in CorVel in Q4 2021 and held it in 6 quarters.
Schubert & Co's CorVel position peaked at $2.28K in Q1 2023.
198 funds tracked by Wall St. Rank held CorVel as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.