KI
NVEE

Kula Investments’s NV5 Global NVEE Stock Holding History

Kula 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
2023
Q1 		$386K Buy
+14,836
New +$445K 0.1% 378

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $4.71B AUM 6.32% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Kula Investments's NVEE Position: Q1 2023 in Review

Kula Investments opened a new position in NV5 Global (NVEE) in Q1 2023: 14,836 shares worth $386K. The stake represents 0.1% of the portfolio and ranks #378 among its holdings.

213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Kula Investments held 14,836 shares of NV5 Global worth $386K as of Q1 2023.
  • NV5 Global was a new Kula Investments position in Q1 2023.
  • NV5 Global made up 0.1% of Kula Investments's portfolio in Q1 2023, its #378 holding.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.