JCIA
NVEE

Jackson Creek Investment Advisors’s NV5 Global NVEE Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-84,385
Closed -$1.63M – 359
2025
Q1 		$1.63M Buy
+84,385
New +$1.55M 0.52% 39
2021
Q2 		– Sell
-34,184
Closed -$825K – 339
2021
Q1 		$825K Sell
34,184
-16,224
-32% -$387K 0.29% 186
2020
Q4 		$993K Buy
+50,408
New +$848K 0.39% 111

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Jackson Creek Investment Advisors's NVEE Position: Q2 2025 in Review

Jackson Creek Investment Advisors sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 84,385 shares — an estimated $1.63M sold.

Jackson Creek Investment Advisors first reported a position in NVEE in Q4 2020 and held it in 3 quarters. The position peaked at $1.63M in Q1 2025. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Jackson Creek Investment Advisors reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 84,385 NV5 Global shares in Q2 2025, an estimated $1.63M.
  • Jackson Creek Investment Advisors first reported a position in NV5 Global in Q4 2020 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's NV5 Global position peaked at $1.63M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.