McDonald Partners’s NV5 Global NVEE Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-60	Closed	-$2.07K	–	573
2021 Q4	$2.07K	Buy	+60	New	+$1.73K	﹤0.01%	343

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

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

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

NPIC

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

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

ACM

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

McDonald Partners's NVEE Position: Q1 2022 in Review

McDonald Partners sold out of NV5 Global (NVEE) in Q1 2022, closing a stake of 60 shares — an estimated $2.07K sold.

McDonald Partners first reported a position in NVEE in Q4 2021 and held it in 1 quarter. The position peaked at $2.07K in Q4 2021. 201 funds tracked by Wall St. Rank hold NVEE as of Q1 2022.

McDonald Partners reported no remaining NV5 Global position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 60 NV5 Global shares in Q1 2022, an estimated $2.07K.
McDonald Partners first reported a position in NV5 Global in Q4 2021 and held it in 1 quarter.
McDonald Partners's NV5 Global position peaked at $2.07K in Q4 2021.
201 funds tracked by Wall St. Rank held NV5 Global as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.