EWM
NVEE

Evermay Wealth Management’s NV5 Global NVEE Stock Holding History

Evermay Wealth 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
Q3 		– Sell
-800
Closed -$18.6K – 616
2024
Q2 		$18.6K Hold
800
– – ﹤0.01% 409
2024
Q1 		$19.6K Hold
800
– – ﹤0.01% 415
2023
Q4 		$22.2K Hold
800
– – ﹤0.01% 387
2023
Q3 		$19.2K Hold
800
– – ﹤0.01% 380
2023
Q2 		$22.2K Buy
+800
New +$19.6K ﹤0.01% 370

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Evermay Wealth Management's NVEE Position: Q3 2024 in Review

Evermay Wealth Management sold out of NV5 Global (NVEE) in Q3 2024, closing a stake of 800 shares — an estimated $18.6K sold.

Evermay Wealth Management first reported a position in NVEE in Q2 2023 and held it in 5 quarters. The position peaked at $22.2K in Q4 2023. 213 funds tracked by Wall St. Rank hold NVEE as of Q3 2024.

  • Evermay Wealth Management reported no remaining NV5 Global position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 800 NV5 Global shares in Q3 2024, an estimated $18.6K.
  • Evermay Wealth Management first reported a position in NV5 Global in Q2 2023 and held it in 5 quarters.
  • Evermay Wealth Management's NV5 Global position peaked at $22.2K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.