Baillie Gifford & Co
NVEE

Baillie Gifford & Co’s NV5 Global NVEE Stock Holding History

Baillie Gifford & Co’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
Q4 		– Sell
-620
Closed -$19K – 491
2022
Q3 		$19K Hold
620
– – ﹤0.01% 343
2022
Q2 		$18K Buy
620
+68
+12% +$2.04K ﹤0.01% 353
2022
Q1 		$18K Hold
552
– – ﹤0.01% 375
2021
Q4 		$19K Hold
552
– – ﹤0.01% 387
2021
Q3 		$14K Hold
552
– – ﹤0.01% 414
2021
Q2 		$13K Hold
552
– – ﹤0.01% 408
2021
Q1 		$13K Buy
552
+40
+8% +$954 ﹤0.01% 385
2020
Q4 		$10K Buy
+512
New +$8.61K ﹤0.01% 389

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co's NVEE Position: Q4 2022 in Review

Baillie Gifford & Co sold out of NV5 Global (NVEE) in Q4 2022, closing a stake of 620 shares — an estimated $19K sold.

Baillie Gifford & Co first reported a position in NVEE in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q3 2022. 228 funds tracked by Wall St. Rank hold NVEE as of Q4 2022.

  • Baillie Gifford & Co reported no remaining NV5 Global position as of Q4 2022 after selling out during the quarter.
  • Baillie Gifford & Co sold 620 NV5 Global shares in Q4 2022, an estimated $19K.
  • Baillie Gifford & Co first reported a position in NV5 Global in Q4 2020 and held it in 8 quarters.
  • Baillie Gifford & Co's NV5 Global position peaked at $19K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held NV5 Global as of Q4 2022.

Based on Baillie Gifford & Co's 13F filing for Q4 2022, filed 24 Jan 2023.