TFO
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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

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Renaissance Technologies
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Dimensional Fund Advisors
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return