BCM
NVEE

Blume Capital Management’s NV5 Global NVEE Stock Holding History

Blume 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
2024
Q4 		– Sell
-160
Closed -$3.74K – 349
2024
Q3 		$3.74K Hold
160
– – ﹤0.01% 308
2024
Q2 		$3.72K Hold
160
– – ﹤0.01% 288
2024
Q1 		$3.92K Hold
160
– – ﹤0.01% 283
2023
Q4 		$4.45K Hold
160
– – ﹤0.01% 276
2023
Q3 		$3.85K Hold
160
– – ﹤0.01% 280
2023
Q2 		$4.43K Buy
+160
New +$3.92K ﹤0.01% 284

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blume Capital Management's NVEE Position: Q4 2024 in Review

Blume Capital Management sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 160 shares — an estimated $3.74K sold.

Blume Capital Management first reported a position in NVEE in Q2 2023 and held it in 6 quarters. The position peaked at $4.45K in Q4 2023. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Blume Capital Management reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Blume Capital Management sold 160 NV5 Global shares in Q4 2024, an estimated $3.74K.
  • Blume Capital Management first reported a position in NV5 Global in Q2 2023 and held it in 6 quarters.
  • Blume Capital Management's NV5 Global position peaked at $4.45K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Blume Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.