Shell Asset Management’s CorVel CRVL Stock Holding History

Shell Asset Management’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 Q1	–	Sell	-3,507	Closed	-$170K	–	1267
2022 Q4	$170K	Sell	3,507 -714	-17%	-$35.5K	0.01%	1006
2022 Q3	$195K	Sell	4,221 -1,098	-21%	-$57K	0.01%	1021
2022 Q2	$261K	Buy	5,319 +9	+0.2%	+$463	0.01%	1032
2022 Q1	$298K	Sell	5,310 -786	-13%	-$44.6K	0.01%	1044
2021 Q4	$423K	Buy	6,096 +30	+0.5%	+$1.89K	0.01%	971
2021 Q3	$377K	Sell	6,066 -270	-4%	-$14.1K	0.01%	985
2021 Q2	$284K	Buy	+6,336	New	+$250K	0.01%	1131

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

Shell Asset Management's CRVL Position: Q1 2023 in Review

Shell Asset Management sold out of CorVel (CRVL) in Q1 2023, closing a stake of 3,507 shares — an estimated $170K sold.

Shell Asset Management first reported a position in CRVL in Q2 2021 and held it in 7 quarters. The position peaked at $423K in Q4 2021. 190 funds tracked by Wall St. Rank hold CRVL as of Q1 2023.

Shell Asset Management reported no remaining CorVel position as of Q1 2023 after selling out during the quarter.
Shell Asset Management sold 3,507 CorVel shares in Q1 2023, an estimated $170K.
Shell Asset Management first reported a position in CorVel in Q2 2021 and held it in 7 quarters.
Shell Asset Management's CorVel position peaked at $423K in Q4 2021.
190 funds tracked by Wall St. Rank held CorVel as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.