AG
NVEE

Aperio Group’s NV5 Global NVEE Stock Holding History

Aperio Group’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
2020
Q4 		$332K Buy
+16,864
New +$284K ﹤0.01% 2140
2019
Q3 		– Sell
-8,288
Closed -$169K – 2606
2019
Q2 		$169K Buy
+8,288
New +$148K ﹤0.01% 2233

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Aperio Group's NVEE Position: Q4 2020 in Review

Aperio Group opened a new position in NV5 Global (NVEE) in Q4 2020: 16,864 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #2140 among its holdings. This is a return to the name: Aperio Group previously reported a position in NVEE as recently as Q2 2019.

Aperio Group first reported a position in NVEE in Q2 2019 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold NVEE as of Q4 2020.

  • Aperio Group held 16,864 shares of NV5 Global worth $332K as of Q4 2020.
  • NV5 Global was a new Aperio Group position in Q4 2020.
  • NV5 Global made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2140 holding.
  • Aperio Group first reported a position in NV5 Global in Q2 2019 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held NV5 Global as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.