ACM
NVEE

Alta Capital Management’s NV5 Global NVEE Stock Holding History

Alta Capital Management’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,512
Closed -$219K – 83
2022
Q2 		$219K Hold
7,512
– – 0.02% 82
2022
Q1 		$250K Sell
7,512
-556
-7% -$16.3K 0.01% 81
2021
Q4 		$278K Buy
+8,068
New +$232K 0.01% 81
2021
Q2 		– Sell
-17,328
Closed -$418K – 98
2021
Q1 		$418K Buy
+17,328
New +$413K 0.01% 88
2019
Q4 		– Sell
-14,084
Closed -$240K – 99
2019
Q3 		$240K Buy
14,084
+444
+3% +$8.07K 0.02% 84
2019
Q2 		$277K Buy
+13,640
New +$243K 0.02% 83
2018
Q3 		– Sell
-11,740
Closed -$203K – 87
2018
Q2 		$203K Buy
+11,740
New +$183K 0.01% 77

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alta Capital Management's NVEE Position: Q3 2022 in Review

Alta Capital Management sold out of NV5 Global (NVEE) in Q3 2022, closing a stake of 7,512 shares — an estimated $219K sold.

Alta Capital Management first reported a position in NVEE in Q2 2018 and held it in 7 quarters. The position peaked at $418K in Q1 2021. 212 funds tracked by Wall St. Rank hold NVEE as of Q3 2022.

  • Alta Capital Management reported no remaining NV5 Global position as of Q3 2022 after selling out during the quarter.
  • Alta Capital Management sold 7,512 NV5 Global shares in Q3 2022, an estimated $219K.
  • Alta Capital Management first reported a position in NV5 Global in Q2 2018 and held it in 7 quarters.
  • Alta Capital Management's NV5 Global position peaked at $418K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held NV5 Global as of Q3 2022.

Based on Alta Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.