FIM
NVEE

Freedom Investment Management’s NV5 Global NVEE Stock Holding History

Freedom Investment 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
2023
Q3 		– Sell
-15,656
Closed -$434K – 736
2023
Q2 		$434K Sell
15,656
-1,164
-7% -$28.6K 0.05% 438
2023
Q1 		$437K Buy
16,820
+1,900
+13% +$57K 0.05% 438
2022
Q4 		$494K Sell
14,920
-1,508
-9% -$52.4K 0.06% 432
2022
Q3 		$509K Buy
16,428
+1,232
+8% +$40.3K 0.06% 418
2022
Q2 		$443K Sell
15,196
-4,436
-23% -$133K 0.05% 497
2022
Q1 		$654K Sell
19,632
-10,860
-36% -$319K 0.06% 398
2021
Q4 		$1.05M Sell
30,492
-1,404
-4% -$40.4K 0.08% 330
2021
Q3 		$786K Sell
31,896
-2,036
-6% -$50.2K 0.06% 386
2021
Q2 		$802K Buy
33,932
+6,664
+24% +$151K 0.06% 390
2021
Q1 		$658K Sell
27,268
-10,700
-28% -$255K 0.05% 434
2020
Q4 		$748K Sell
37,968
-4,228
-10% -$71.1K 0.08% 244
2020
Q3 		$557K Buy
42,196
+816
+2% +$10.9K 0.06% 266
2020
Q2 		$526K Buy
41,380
+17,400
+73% +$196K 0.06% 262
2020
Q1 		$375K Buy
+23,980
New +$320K 0.03% 420
2019
Q4 		– Sell
-16,548
Closed -$282K – 696
2019
Q3 		$282K Buy
16,548
+5,828
+54% +$106K 0.02% 527
2019
Q2 		$218K Buy
+10,720
New +$191K 0.02% 613
2019
Q1 		– Sell
-22,124
Closed -$335K – 761
2018
Q4 		$335K Sell
22,124
-4,152
-16% -$77K 0.03% 536
2018
Q3 		$590K Sell
26,276
-2,652
-9% -$54.7K 0.04% 471
2018
Q2 		$501K Buy
28,928
+4,904
+20% +$76.4K 0.03% 552
2018
Q1 		$335K Buy
24,024
+652
+3% +$8.04K 0.02% 844
2017
Q4 		$316K Buy
23,372
+264
+1% +$3.58K 0.02% 863
2017
Q3 		$316K Buy
23,108
+2,252
+11% +$25.5K 0.02% 827
2017
Q2 		$222K Buy
+20,856
New +$201K 0.01% 941

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $4.36B AUM 17.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Freedom Investment Management's NVEE Position: Q3 2023 in Review

Freedom Investment Management sold out of NV5 Global (NVEE) in Q3 2023, closing a stake of 15,656 shares — an estimated $434K sold.

Freedom Investment Management first reported a position in NVEE in Q2 2017 and held it in 23 quarters. The position peaked at $1.05M in Q4 2021. 194 funds tracked by Wall St. Rank hold NVEE as of Q3 2023.

  • Freedom Investment Management reported no remaining NV5 Global position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 15,656 NV5 Global shares in Q3 2023, an estimated $434K.
  • Freedom Investment Management first reported a position in NV5 Global in Q2 2017 and held it in 23 quarters.
  • Freedom Investment Management's NV5 Global position peaked at $1.05M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held NV5 Global as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.