HI
NVEE

Harbour Investments’s NV5 Global NVEE Stock Holding History

Harbour Investments’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
2025
Q1 		– Sell
-32
Closed -$603 – 3626
2024
Q4 		$603 Buy
+32
New +$702 ﹤0.01% 3250
2021
Q4 		– Sell
-5,292
Closed -$130K – 3347
2021
Q3 		$130K Hold
5,292
– – ﹤0.01% 1228
2021
Q2 		$125K Buy
5,292
+16
+0.3% +$364 ﹤0.01% 1279
2021
Q1 		$127K Buy
+5,276
New +$126K ﹤0.01% 1185

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbour Investments's NVEE Position: Q1 2025 in Review

Harbour Investments sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 32 shares — an estimated $603 sold.

Harbour Investments first reported a position in NVEE in Q1 2021 and held it in 4 quarters. The position peaked at $130K in Q3 2021. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Harbour Investments reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Harbour Investments sold 32 NV5 Global shares in Q1 2025, an estimated $603.
  • Harbour Investments first reported a position in NV5 Global in Q1 2021 and held it in 4 quarters.
  • Harbour Investments's NV5 Global position peaked at $130K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.