Tarbox Family Office’s CorVel CRVL Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-60	Closed	-$3K	–	321
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	668
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	654
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	690
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	796
2021 Q1	$2K	Hold	60	–	–	﹤0.01%	860
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	807
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	746
2020 Q2	$1K	Hold	60	–	–	﹤0.01%	937
2020 Q1	$1K	Buy	60 +18	+43%	+$468	﹤0.01%	830
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	948
2019 Q3	$1K	Sell	42 -18	-30%	-$512	﹤0.01%	889
2019 Q2	$2K	Buy	+60	New	+$1.48K	﹤0.01%	712

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

Tarbox Family Office's CRVL Position: Q2 2022 in Review

Tarbox Family Office sold out of CorVel (CRVL) in Q2 2022, closing a stake of 60 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in CRVL in Q2 2019 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 176 funds tracked by Wall St. Rank hold CRVL as of Q2 2022.

Tarbox Family Office reported no remaining CorVel position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 60 CorVel shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in CorVel in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's CorVel position peaked at $4K in Q4 2021.
176 funds tracked by Wall St. Rank held CorVel as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.