LOIM
NVEE

Liberty One Investment Management’s NV5 Global NVEE Stock Holding History

Liberty One 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
2025
Q1 		– Sell
-6,779
Closed -$128K – 152
2024
Q4 		$128K Buy
6,779
+291
+4% +$6.38K 0.01% 148
2024
Q3 		$152K Sell
6,488
-440
-6% -$10.5K 0.02% 144
2024
Q2 		$161K Sell
6,928
-1,120
-14% -$26.1K 0.02% 146
2024
Q1 		$197K Buy
8,048
+956
+13% +$24.8K 0.02% 135
2023
Q4 		$197K Sell
7,092
-244
-3% -$6.2K 0.02% 123
2023
Q3 		$176K Sell
7,336
-700
-9% -$18K 0.03% 113
2023
Q2 		$223K Buy
8,036
+16
+0.2% +$392 0.03% 111
2023
Q1 		$208K Sell
8,020
-612
-7% -$18.4K 0.03% 114
2022
Q4 		$286K Sell
8,632
-176
-2% -$6.12K 0.04% 111
2022
Q3 		$273K Sell
8,808
-3,620
-29% -$118K 0.04% 111
2022
Q2 		$294K Buy
12,428
+3,096
+33% +$92.8K 0.05% 116
2022
Q1 		$311K Buy
9,332
+920
+11% +$27K 0.05% 111
2021
Q4 		$290K Sell
8,412
-3,512
-29% -$101K 0.04% 114
2021
Q3 		$294K Sell
11,924
-504
-4% -$12.4K 0.05% 121
2021
Q2 		$294K Buy
12,428
+3,064
+33% +$69.6K 0.05% 123
2021
Q1 		$226K Buy
+9,364
New +$223K 0.04% 125

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty One Investment Management's NVEE Position: Q1 2025 in Review

Liberty One Investment Management sold out of NV5 Global (NVEE) in Q1 2025, closing a stake of 6,779 shares — an estimated $128K sold.

Liberty One Investment Management first reported a position in NVEE in Q1 2021 and held it in 16 quarters. The position peaked at $311K in Q1 2022. 224 funds tracked by Wall St. Rank hold NVEE as of Q1 2025.

  • Liberty One Investment Management reported no remaining NV5 Global position as of Q1 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 6,779 NV5 Global shares in Q1 2025, an estimated $128K.
  • Liberty One Investment Management first reported a position in NV5 Global in Q1 2021 and held it in 16 quarters.
  • Liberty One Investment Management's NV5 Global position peaked at $311K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held NV5 Global as of Q1 2025.

Based on Liberty One Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.