HM Payson & Co’s NV5 Global NVEE Stock Holding History

HM Payson & Co’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
2021 Q3	–	Sell	-248	Closed	-$6K	–	1117
2021 Q2	$6K	Buy	+248	New	+$5.64K	﹤0.01%	877

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NPIC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HM Payson & Co's NVEE Position: Q3 2021 in Review

HM Payson & Co sold out of NV5 Global (NVEE) in Q3 2021, closing a stake of 248 shares — an estimated $6K sold.

HM Payson & Co first reported a position in NVEE in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 153 funds tracked by Wall St. Rank hold NVEE as of Q3 2021.

HM Payson & Co reported no remaining NV5 Global position as of Q3 2021 after selling out during the quarter.
HM Payson & Co sold 248 NV5 Global shares in Q3 2021, an estimated $6K.
HM Payson & Co first reported a position in NV5 Global in Q2 2021 and held it in 1 quarter.
HM Payson & Co's NV5 Global position peaked at $6K in Q2 2021.
153 funds tracked by Wall St. Rank held NV5 Global as of Q3 2021.

Based on HM Payson & Co's 13F filing for Q3 2021, filed 30 Nov 2021.