Calamos Advisors
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Calamos Advisors’s NV5 Global NVEE Stock Holding History

Calamos Advisors’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
2023
Q1 		– Sell
-87,436
Closed -$2.89M – 1191
2022
Q4 		$2.89M Buy
87,436
+17,784
+26% +$618K 0.01% 751
2022
Q3 		$2.16M Buy
+69,652
New +$2.28M 0.01% 864
2021
Q2 		– Sell
-166,988
Closed -$4.03M – 992
2021
Q1 		$4.03M Buy
+166,988
New +$3.98M 0.02% 582
2019
Q4 		– Sell
-177,740
Closed -$3.03M – 803
2019
Q3 		$3.03M Buy
177,740
+57,080
+47% +$1.04M 0.02% 581
2019
Q2 		$2.45M Buy
+120,660
New +$2.15M 0.01% 599

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 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 $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Calamos Advisors's NVEE Position: Q1 2023 in Review

Calamos Advisors sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 87,436 shares — an estimated $2.89M sold.

Calamos Advisors first reported a position in NVEE in Q2 2019 and held it in 5 quarters. The position peaked at $4.03M in Q1 2021. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Calamos Advisors reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Calamos Advisors sold 87,436 NV5 Global shares in Q1 2023, an estimated $2.89M.
  • Calamos Advisors first reported a position in NV5 Global in Q2 2019 and held it in 5 quarters.
  • Calamos Advisors's NV5 Global position peaked at $4.03M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Calamos Advisors's 13F filing for Q1 2023, filed 4 May 2023.