MAM
NVEE

Meeder Asset Management’s NV5 Global NVEE Stock Holding History

Meeder Asset 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
2024
Q4 		– Sell
-164
Closed -$3.83K – 986
2024
Q3 		$3.83K Buy
+164
New +$3.9K ﹤0.01% 784
2022
Q4 		– Sell
-196
Closed -$6K – 1580
2022
Q3 		$6K Buy
196
+20
+11% +$654 ﹤0.01% 1512
2022
Q2 		$5K Buy
176
+160
+1,000% +$4.8K ﹤0.01% 1656
2022
Q1 		$1K Buy
+16
New +$470 ﹤0.01% 2220
2019
Q2 		– Sell
-332
Closed -$5K – 2109
2019
Q1 		$5K Buy
332
+104
+46% +$1.79K ﹤0.01% 1401
2018
Q4 		$3K Sell
228
-4,196
-95% -$77.8K ﹤0.01% 1519
2018
Q3 		$96K Buy
+4,424
New +$91.2K 0.01% 650

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meeder Asset Management's NVEE Position: Q4 2024 in Review

Meeder Asset Management sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 164 shares — an estimated $3.83K sold.

Meeder Asset Management first reported a position in NVEE in Q3 2018 and held it in 7 quarters. The position peaked at $96K in Q3 2018. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Meeder Asset Management reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Meeder Asset Management sold 164 NV5 Global shares in Q4 2024, an estimated $3.83K.
  • Meeder Asset Management first reported a position in NV5 Global in Q3 2018 and held it in 7 quarters.
  • Meeder Asset Management's NV5 Global position peaked at $96K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Meeder Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.