SGI
CRVL icon

Summit Global Investments’s CorVel CRVL Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-8,883
Closed -$582K – 526
2023
Q3 		$582K Sell
8,883
-1,122
-11% -$77.4K 0.04% 315
2023
Q2 		$645K Sell
10,005
-9,945
-50% -$666K 0.04% 299
2023
Q1 		$1.26M Sell
19,950
-14,700
-42% -$859K 0.1% 196
2022
Q4 		$1.68M Buy
34,650
+7,500
+28% +$373K 0.14% 153
2022
Q3 		$1.25M Sell
27,150
-4,890
-15% -$254K 0.12% 172
2022
Q2 		$1.57M Buy
32,040
+6,240
+24% +$321K 0.14% 159
2022
Q1 		$1.45M Buy
25,800
+3,600
+16% +$205K 0.11% 185
2021
Q4 		$1.54M Buy
+22,200
New +$1.39M 0.1% 178

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return