Wellington Management Group
CRVL icon

Wellington Management Group’s CorVel CRVL Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-12,117
Closed -$587K – 2017
2022
Q4 		$587K Buy
+12,117
New +$603K ﹤0.01% 1778
2022
Q2 		– Sell
-9,915
Closed -$557K – 2092
2022
Q1 		$557K Buy
+9,915
New +$563K ﹤0.01% 1889
2019
Q3 		– Sell
-477,597
Closed -$13.9M – 2027
2019
Q2 		$13.9M Sell
477,597
-919,800
-66% -$22.6M ﹤0.01% 1105
2019
Q1 		$30.4M Sell
1,397,397
-799,833
-36% -$17.1M 0.01% 892
2018
Q4 		$45.2M Buy
2,197,230
+155,079
+8% +$3.16M 0.01% 740
2018
Q3 		$41M Buy
2,042,151
+7,740
+0.4% +$149K 0.01% 869
2018
Q2 		$36.6M Buy
2,034,411
+38,820
+2% +$669K 0.01% 889
2018
Q1 		$33.6M Sell
1,995,591
-6,420
-0.3% -$109K 0.01% 899
2017
Q4 		$35.3M Sell
2,002,011
-344,205
-15% -$6.49M 0.01% 887
2017
Q3 		$42.5M Sell
2,346,216
-512,760
-18% -$8.56M 0.01% 799
2017
Q2 		$45.2M Buy
2,858,976
+39,795
+1% +$603K 0.01% 768
2017
Q1 		$40.9M Sell
2,819,181
-129,537
-4% -$1.71M 0.01% 793
2016
Q4 		$36M Buy
2,948,718
+605,397
+26% +$6.93M 0.01% 807
2016
Q3 		$30M Buy
2,343,321
+20,850
+0.9% +$289K 0.01% 852
2016
Q2 		$33.4M Buy
2,322,471
+59,688
+3% +$897K 0.01% 790
2016
Q1 		$29.7M Buy
2,262,783
+146,364
+7% +$2.06M 0.01% 811
2015
Q4 		$31M Buy
2,116,419
+61,800
+3% +$760K 0.01% 828
2015
Q3 		$22.1M Buy
2,054,619
+218,913
+12% +$2.35M 0.01% 932
2015
Q2 		$19.6M Buy
1,835,706
+188,505
+11% +$2.19M 0.01% 1030
2015
Q1 		$18.9M Sell
1,647,201
-1,082,652
-40% -$12.6M ﹤0.01% 1053
2014
Q4 		$33.9M Buy
2,729,853
+318,090
+13% +$3.66M 0.01% 855
2014
Q3 		$27.4M Buy
2,411,763
+32,790
+1% +$442K 0.01% 913
2014
Q2 		$35.8M Buy
2,378,973
+64,893
+3% +$1.01M 0.01% 849
2014
Q1 		$38.4M Sell
2,314,080
-925,089
-29% -$14.8M 0.01% 827
2013
Q4 		$50.4M Sell
3,239,169
-820,323
-20% -$11.6M 0.01% 734
2013
Q3 		$50M Sell
4,059,492
-127,110
-3% -$1.43M 0.02% 704
2013
Q2 		$40.8M Buy
+4,186,602
New +$35.8M 0.01% 753

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group's CRVL Position: Q1 2023 in Review

Wellington Management Group sold out of CorVel (CRVL) in Q1 2023, closing a stake of 12,117 shares — an estimated $587K sold.

Wellington Management Group first reported a position in CRVL in Q2 2013 and held it in 27 quarters. The position peaked at $50.4M in Q4 2013. 190 funds tracked by Wall St. Rank hold CRVL as of Q1 2023.

  • Wellington Management Group reported no remaining CorVel position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 12,117 CorVel shares in Q1 2023, an estimated $587K.
  • Wellington Management Group first reported a position in CorVel in Q2 2013 and held it in 27 quarters.
  • Wellington Management Group's CorVel position peaked at $50.4M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held CorVel as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.