Sierra Ocean’s CorVel CRVL Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-9	Closed	-$925	–	251
2025 Q2	$925	Buy	+9	New	+$992	﹤0.01%	941

Other funds holding CRVL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sierra Ocean's CRVL Position: Q3 2025 in Review

Sierra Ocean sold out of CorVel (CRVL) in Q3 2025, closing a stake of 9 shares — an estimated $925 sold.

Sierra Ocean first reported a position in CRVL in Q2 2025 and held it in 1 quarter. The position peaked at $925 in Q2 2025. 284 funds tracked by Wall St. Rank hold CRVL as of Q3 2025.

Sierra Ocean reported no remaining CorVel position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 9 CorVel shares in Q3 2025, an estimated $925.
Sierra Ocean first reported a position in CorVel in Q2 2025 and held it in 1 quarter.
Sierra Ocean's CorVel position peaked at $925 in Q2 2025.
284 funds tracked by Wall St. Rank held CorVel as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.