MIH
NVEE

Meitav Investment House’s NV5 Global NVEE Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-800
Closed -$22.2K – 461
2023
Q2 		$22.2K Buy
+800
New +$19.6K ﹤0.01% 495

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Meitav Investment House's NVEE Position: Q3 2023 in Review

Meitav Investment House sold out of NV5 Global (NVEE) in Q3 2023, closing a stake of 800 shares — an estimated $22.2K sold.

Meitav Investment House first reported a position in NVEE in Q2 2023 and held it in 1 quarter. The position peaked at $22.2K in Q2 2023. 194 funds tracked by Wall St. Rank hold NVEE as of Q3 2023.

  • Meitav Investment House reported no remaining NV5 Global position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 800 NV5 Global shares in Q3 2023, an estimated $22.2K.
  • Meitav Investment House first reported a position in NV5 Global in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's NV5 Global position peaked at $22.2K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held NV5 Global as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.