EGI
NVEE

EAM Global Investors’s NV5 Global NVEE Stock Holding History

EAM Global Investors’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
-52,832
Closed -$1.75M – 157
2022
Q4 		$1.75M Hold
52,832
– – 0.45% 111
2022
Q3 		$1.64M Buy
+52,832
New +$1.73M 0.43% 117
2019
Q1 		– Sell
-60,496
Closed -$916K – 148
2018
Q4 		$916K Sell
60,496
-13,796
-19% -$256K 0.5% 103
2018
Q3 		$1.61M Buy
+74,292
New +$1.53M 0.65% 52
2018
Q1 		– Sell
-65,004
Closed -$880K – 161
2017
Q4 		$880K Buy
+65,004
New +$882K 0.45% 108

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

EAM Global Investors's NVEE Position: Q1 2023 in Review

EAM Global Investors sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 52,832 shares — an estimated $1.75M sold.

EAM Global Investors first reported a position in NVEE in Q4 2017 and held it in 5 quarters. The position peaked at $1.75M in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • EAM Global Investors reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • EAM Global Investors sold 52,832 NV5 Global shares in Q1 2023, an estimated $1.75M.
  • EAM Global Investors first reported a position in NV5 Global in Q4 2017 and held it in 5 quarters.
  • EAM Global Investors's NV5 Global position peaked at $1.75M in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on EAM Global Investors's 13F filing for Q1 2023, filed 15 May 2023.