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SkyOak Wealth’s CorVel CRVL Stock Holding History

SkyOak Wealth’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
2024
Q1 		– Sell
-3,948
Closed -$325K – 256
2023
Q4 		$325K Buy
+3,948
New +$280K 0.08% 163
2023
Q3 		– Sell
-4,182
Closed -$270K – 242
2023
Q2 		$270K Buy
+4,182
New +$280K 0.08% 184
2021
Q3 		– Sell
-5,226
Closed -$234K – 237
2021
Q2 		$234K Sell
5,226
-9
-0.2% -$355 0.06% 202
2021
Q1 		$203K Buy
+5,235
New +$182K 0.06% 219

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SkyOak Wealth's CRVL Position: Q1 2024 in Review

SkyOak Wealth sold out of CorVel (CRVL) in Q1 2024, closing a stake of 3,948 shares — an estimated $325K sold.

SkyOak Wealth first reported a position in CRVL in Q1 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2023. 209 funds tracked by Wall St. Rank hold CRVL as of Q1 2024.

  • SkyOak Wealth reported no remaining CorVel position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 3,948 CorVel shares in Q1 2024, an estimated $325K.
  • SkyOak Wealth first reported a position in CorVel in Q1 2021 and held it in 4 quarters.
  • SkyOak Wealth's CorVel position peaked at $325K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held CorVel as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.