First National Bank of Hutchinson’s NV5 Global NVEE Stock Holding History

First National Bank of Hutchinson’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	-12,976	Closed	-$429K	–	109
2022 Q4	$429K	Sell	12,976 -28	-0.2%	-$973	0.36%	66
2022 Q3	$403K	Buy	13,004 +956	+8%	+$31.2K	0.32%	65
2022 Q2	$352K	Buy	12,048 +24	+0.2%	+$719	0.26%	72
2022 Q1	$401K	Sell	12,024 -10,988	-48%	-$323K	0.23%	76
2021 Q4	$795K	Buy	23,012 +476	+2%	+$13.7K	0.45%	33
2021 Q3	$555K	Buy	22,536 +88	+0.4%	+$2.17K	0.31%	51
2021 Q2	$530K	Sell	22,448 -1,084	-5%	-$24.6K	0.27%	62
2021 Q1	$568K	Sell	23,532 -5,380	-19%	-$128K	0.28%	54
2020 Q4	$631K	Sell	28,912 -48	-0.2%	-$808	0.21%	45
2020 Q3	$382K	Sell	28,960 -64	-0.2%	-$853	0.16%	64
2020 Q2	$369K	Buy	+29,024	New	+$327K	0.19%	57
2019 Q4	–	Sell	-35,416	Closed	-$604K	–	107
2019 Q3	$604K	Sell	35,416 -40	-0.1%	-$727	0.36%	33
2019 Q2	$719K	Buy	35,456 +264	+0.8%	+$4.71K	0.43%	27
2019 Q1	$533K	Sell	35,192 -1,116	-3%	-$19.2K	0.31%	41
2018 Q4	$550K	Sell	36,308 -204	-0.6%	-$3.78K	0.38%	38
2018 Q3	$791K	Buy	36,512 +4,532	+14%	+$93.4K	0.45%	32
2018 Q2	$554K	Sell	31,980 -1,256	-4%	-$19.6K	0.35%	43
2018 Q1	$463K	Sell	33,236 -80	-0.2%	-$986	0.29%	51
2017 Q4	$451K	Buy	33,316 +10,124	+44%	+$137K	0.27%	54
2017 Q3	$326K	Buy	+23,192	New	+$263K	0.2%	57

Other funds holding NVEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

First National Bank of Hutchinson's NVEE Position: Q1 2023 in Review

First National Bank of Hutchinson sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 12,976 shares — an estimated $429K sold.

First National Bank of Hutchinson first reported a position in NVEE in Q3 2017 and held it in 20 quarters. The position peaked at $795K in Q4 2021. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

First National Bank of Hutchinson reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
First National Bank of Hutchinson sold 12,976 NV5 Global shares in Q1 2023, an estimated $429K.
First National Bank of Hutchinson first reported a position in NV5 Global in Q3 2017 and held it in 20 quarters.
First National Bank of Hutchinson's NV5 Global position peaked at $795K in Q4 2021.
213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on First National Bank of Hutchinson's 13F filing for Q1 2023, filed 25 Apr 2023.