CCIA
NVEE

Campbell & Co Investment Adviser’s NV5 Global NVEE Stock Holding History

Campbell & Co Investment Adviser’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
2025
Q1 		– Sell
-29,592
Closed -$558K – 1236
2024
Q4 		$558K Sell
29,592
-5,784
-16% -$127K 0.04% 621
2024
Q3 		$827K Buy
35,376
+12,884
+57% +$306K 0.06% 507
2024
Q2 		$523K Buy
+22,492
New +$525K 0.04% 637
2023
Q4 		– Sell
-19,972
Closed -$480K – 1273
2023
Q3 		$480K Buy
+19,972
New +$515K 0.06% 532
2023
Q2 		– Sell
-12,600
Closed -$328K – 1050
2023
Q1 		$328K Buy
+12,600
New +$378K 0.06% 575
2019
Q4 		– Sell
-19,488
Closed -$333K – 788
2019
Q3 		$333K Buy
+19,488
New +$354K 0.13% 340

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Campbell & Co Investment Adviser's NVEE Position: Q1 2025 in Review

Campbell & Co Investment Adviser sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 29,592 shares — an estimated $558K sold.

Campbell & Co Investment Adviser first reported a position in NVEE in Q3 2019 and held it in 6 quarters. The position peaked at $827K in Q3 2024. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Campbell & Co Investment Adviser reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 29,592 NV5 Global shares in Q1 2025, an estimated $558K.
  • Campbell & Co Investment Adviser first reported a position in NV5 Global in Q3 2019 and held it in 6 quarters.
  • Campbell & Co Investment Adviser's NV5 Global position peaked at $827K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2025, filed 14 May 2025.