EVM
NVEE

Eaton Vance Management’s NV5 Global NVEE Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-88
Closed -$3K – 2408
2021
Q4 		$3K Buy
+88
New +$2.54K ﹤0.01% 2702
2021
Q2 		– Sell
-252
Closed -$6K – 2951
2021
Q1 		$6K Buy
+252
New +$6.01K ﹤0.01% 2521

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Eaton Vance Management's NVEE Position: Q1 2022 in Review

Eaton Vance Management sold out of NV5 Global (NVEE) in Q1 2022, closing a stake of 88 shares — an estimated $3K sold.

Eaton Vance Management first reported a position in NVEE in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 201 funds tracked by Wall St. Rank hold NVEE as of Q1 2022.

  • Eaton Vance Management reported no remaining NV5 Global position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 88 NV5 Global shares in Q1 2022, an estimated $3K.
  • Eaton Vance Management first reported a position in NV5 Global in Q1 2021 and held it in 2 quarters.
  • Eaton Vance Management's NV5 Global position peaked at $6K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held NV5 Global as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.